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Joby Brae Raymond

Team Financial Strategies

Abilene, TX

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Current Employers
Team Financial Strategies

425 Cypress St., Abilene, TX 79601 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-07
  • TX RA
    APPROVED
    Since 2025-06-07

Branch Locations

425 Cypress St., Abilene, TX 79601 • 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
Blue Horse Financial Advisors, Llc Flower Mound TX 06/2015 02/2017
Castleview Partners, Llc Dallas TX 04/2017 12/2019
Veracity Capital, Llc Dallas TX 02/2020 12/2020
Veracity Capital Llc Dallas TX 02/2020 12/2020
Box Financial Advisors, Llc Grapevine TX 09/2023 05/2025
Castleview Partners, Llc Dallas TX 03/2021 02/2023
Insurance Design Network, Llc Dallas TX 02/2023 09/2023
Team Financial Strategies Abiline TX 05/2025 Present
  • 06/2015 → 02/2017
    Blue Horse Financial Advisors, Llc
    Flower Mound, TX
  • 04/2017 → 12/2019
    Castleview Partners, Llc
    Dallas, TX
  • 02/2020 → 12/2020
    Veracity Capital, Llc
    Dallas, TX
  • 02/2020 → 12/2020
    Veracity Capital Llc
    Dallas, TX
  • 09/2023 → 05/2025
    Box Financial Advisors, Llc
    Grapevine, TX
  • 03/2021 → 02/2023
    Castleview Partners, Llc
    Dallas, TX
  • 02/2023 → 09/2023
    Insurance Design Network, Llc
    Dallas, TX
  • 05/2025 → Present
    Team Financial Strategies
    Abiline, TX
Previous Registrations
  • 2023-10-06 → 2026-02-09
    Box Financial Advisors, Llc
    Grapevine, TX
  • 2020-05-28 → 2021-01-18
    Veracity Capital Llc
    Atlanta, GA
  • 2015-09-01 → 2017-02-10
    Blue Horse Financial
    Flower Mound, TX
    Abilene, TX
  • 2013-01-10 → 2014-12-31
    Synaptyk Financial, Llc
    Plano, TX
Designations
Other Names
  • Joby Raymond
  • Joby B Raymond

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
EDWARD JONES
OSAIC WEALTH, INC.
SOFTVEST ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

JAMES B SONGER
RICHARD THOMAS DANSBY
KEITH ALLAN SHAHAN
RISHA DENEE SANDERS
KYLE ROBERT SCHNITMAN
PAUL ROBERT SCHNITMAN
Clayton Boyd Tarpley
Madison Brown Tarpley

Other Offices

LPL FINANCIAL LLC · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ABILENE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Abilene, TX
PLAN AHEAD FINANCIAL MANAGEMENT, INC. · ABILENE, TX
EDWARD JONES · ABILENE, TX
OSAIC WEALTH, INC. · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Abilene, TX
LPL FINANCIAL LLC · ABILENE, TX

More in Abilene, TX

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