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Wesley David Hunter

Qtr Family Wealth, LLC

Lake Mary, FL

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Current Employers
Qtr Family Wealth, Llc

605 Crescent Executive Court Suite 104, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-15
  • FL RA
    APPROVED
    Since 2024-11-15

Branch Locations

605 Crescent Executive Court Suite 104, Lake Mary, FL 32746 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 10/2009 05/2022
Bank Of America, N.A. Lake Mary FL 06/2011 05/2022
Bison Wealth, Llc Atlanta GA 05/2022 02/2025
Metric Financial, Inc. Atlanta GA 05/2022 05/2024
Raft Integrations, Llc. Sanford FL 01/2016 Present
Florida State Services Heathrow FL 06/2015 Present
Hunter Alliance Capital, Llc Lake Mary FL 11/2014 Present
Qtr Family Wealth, Llc Lake Mary FL 11/2024 Present
  • 10/2009 → 05/2022
    Orlando, FL
  • 06/2011 → 05/2022
    Bank Of America, N.A.
    Lake Mary, FL
  • 05/2022 → 02/2025
    Bison Wealth, Llc
    Atlanta, GA
  • 05/2022 → 05/2024
    Metric Financial, Inc.
    Atlanta, GA
  • 01/2016 → Present
    Raft Integrations, Llc.
    Sanford, FL
  • 06/2015 → Present
    Florida State Services
    Heathrow, FL
  • 11/2014 → Present
    Hunter Alliance Capital, Llc
    Lake Mary, FL
  • 11/2024 → Present
    Lake Mary, FL
Previous Registrations
  • 2022-06-29 → 2025-02-14
    Bison Wealth, Llc
    Lake Mary, FL
    Atlanta, GA
  • 2009-10-23 → 2022-05-23
    Orlando, FL
    Lake Mary, FL
    Lake Mary, FL
  • 2002-07-29 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Orlando, FL
    Lake Mary, FL
    Lake Mary, FL
Other Businesses

(1) Raft Integrations, LLC. located at 5612 Deerpath Lane, Sanford, FL. Raft Inegrations performs the installation of technology servers into business offices, Non investment related business. Hunter is the Co-Owner/Financial Operator for the company. Start Date 01/2016. Spends 15 hours per month devoted to this activity in which 3 hours are during market hours, (2) Florida Site Services located at 250 International Pkwy, Heathrow, FL, which is a construction company of residential and commercial real estate. Hunter is the Co-Owner/CFO in which he provides financial consulting and oversight of the Firm's business, Start Date: 6/2015, spends 25 hours per month devoted to this activity in which 5 hours per month are during trading hours. (3) The 2 Wiseman, LLC - rental property oversight; not investment related (4) Hunter Alliance Capital, LLC. located in Lake Mary, FL. Start Date:11/2014, Owner. Investment Related. This is a personal company owned by Hunter which is used for personal investments (private offerings) Spends no hours per month on this activity. (5) QTR Management LLC is located in Lake Mary, FL. Start Date: 5/2022. Investment Related. This is an LLC owned 100% by Wes Hunter solely to receive his advisory related revenues and invests in marketable securities. (6) 12/2001 Independent Licensed insurance Agent; Investment Related; Atlanta GA; Fixed & Variable Annuities, Variable/Universal &Long-Term Care Insurance (7) DiHunt Holdings, LLC - personal LLC holding company which owns several private company investments; not compensated; investment related (8)H2M, LLC - personal LLC holding company which owns several private company investments; not compensated; investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-23
S63 Uniform Securities Agent State Law Examination 2002-02-01
  • S66 Uniform Combined State Law Examination
    2002-07-23
  • S63 Uniform Securities Agent State Law Examination
    2002-02-01

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