Best Investors
Account
Sign in
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-25 |
Branch Locations
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-11-05 |
Branch Locations
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
Heath, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 09/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 11/2014 | Present |
(1) Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Owner Position/Title: : Hays Wealth Management LLC is an owner of Carter Financial Management Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a support company and how we do business as in relation to our letterhead, stationery, website and this is how I do business in my role as a registered representative of Raymond James Financial Services. (2) Name of Business: Hays Wealth Management LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Owner Position/Title: : Owner. Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-5 Description of duties: This is a S Corporation entity and limits my liability. Sole Owner of this LLC. This LLC is a one third owner of Carter Advisory Services. (3) Name of Business: BCFM Services, LP Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company Position/Title: Hays Wealth Management LLC is a one third owner and limited partner of BCFM Services L.P. Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited Partner, management of business finances. (4) Name of Business: Carter Wealth Enterprises LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company - Owner Position: Hays Wealth Management LLC has a one third ownership of Carter Wealth Enterprises (the general partner of BCFM Services L.P.). Investment Related: No. Start Date: 03/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: limits liability. (5) Name of Business: The Robert Aaron Hays and Shelly Hays Hartin Partnership Address: 330 Ranch Road, Doole, TX, 76836, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 06/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner / Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-31 |
Reach out to this advisor