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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-21 |
Branch Locations
204 N Penelope Street Suite A, Belton, TX 76513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Belton | TX | 12/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Belton | TX | 12/2015 | Present |
(1) Name of Business: Covington Books Address: 1939 Running Creek Dr, Salado, TX, 76571, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 01/10/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author of book on financial literacy (2) Name of Business: Fat G Ranch LLC Address: 1939 Running Creek Dr, Salado, TX, 76571, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/27/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and operate a hunting property (3) Name of Business: Gunter Financial Partners Address: 204 N Penelope St Ste A, Belton, TX, 76513, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/11/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Branch Manager/Financial Advisor (4) Name of Business: Gunter Real Estate Holdings, LLC Address: 204 N Penelope St Ste A, Belton, TX, 76513, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing member (5) Name of Business: Gunter Stanley Enterprises, LLC Address: 204 N Penelope St Ste A, Belton, TX, 76513, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/13/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Co-Manager/Co-Owner (6) Name of Business: Matthew Gunter Ranch Address: 1939 Running Creek Dr, Salado, TX, 76571, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/02/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raise beef cattle (7) Name of Business: MK&T Depot Holdings, LLC Address: 2911 Sulphur Wells Rd, Salado, TX, 76571, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (8) Name of Business: MKGRGHMCG, LLC Address: 80 S Main St, Salado, TX, 76571, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/31/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member (9) Name of Business: Oak Crest Advisors, LLC Address: 204 N Penelope St Ste A, Belton, TX, 76513, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/13/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Co-Managing Member (10) Name of Business: Oak Crest Insurance Agency Address: 204 N Penelope St Ste A, Belton, TX, 76513-3127, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 10/10/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agency co-owner for Oak Crest Insurance Agency, and insurance agent, as well. We will write life insurance and non-variable annuities through an insurance broker.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-24 |
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