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Aubrey Hix Carlisle

Guidestone Advisors

Dallas, TX

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Current Employers
Guidestone Advisors

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-07
  • TX RA
    APPROVED
    Since 2021-06-07

Branch Locations

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guidestone Financial Resources Dallas TX 08/2008 02/2018
Guidestone Financial Services Dallas TX 09/2009 02/2018
Guidestone Advisors Dallas TX 09/2009 02/2018
Arthur Stein Financial, Llc Bethesda MD 02/2018 06/2018
Upright Financial, Llc Silver Springs MD 06/2018 03/2020
Cwm Advisors, Llc Dba Inspire Hollister CA 06/2020 06/2021
Guidestone Financial Resources Dallas TX 06/2021 Present
  • 08/2008 → 02/2018
    Guidestone Financial Resources
    Dallas, TX
  • 09/2009 → 02/2018
    Guidestone Financial Services
    Dallas, TX
  • 09/2009 → 02/2018
    Guidestone Advisors
    Dallas, TX
  • 02/2018 → 06/2018
    Arthur Stein Financial, Llc
    Bethesda, MD
  • 06/2018 → 03/2020
    Upright Financial, Llc
    Silver Springs, MD
  • 06/2020 → 06/2021
    Cwm Advisors, Llc Dba Inspire
    Hollister, CA
  • 06/2021 → Present
    Guidestone Financial Resources
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-22
S66 Uniform Combined State Law Examination 2007-06-21
  • S63 Uniform Securities Agent State Law Examination
    2021-07-22
  • S66 Uniform Combined State Law Examination
    2007-06-21
Designations
Other Names
  • Aubrey H Corlizle
  • Aubrey H Carlisle

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
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OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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