David Edgar Carbajal

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 02/2019
  Penn Mutual Life Ins Co
  Horsham, PA
• 08/2015 → 02/2019
  Hornor Townsend & Kent Inc
  Horsham, PA
• 03/2019 → 02/2023
  Paul Comstock Partners
  Houston, TX
• 02/2023 → Present
  Raymond James Financial Services, Inc.
  Houston, TX
• 02/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Houston, TX
• 02/2023 → Present
  C60 Inc.
  Houston, TX

Previous Registrations

• 2019-03-25 → 2023-02-06
  Paul Comstock Partners
  Houston, TX
• 2016-11-17 → 2019-03-05
  Wealth Development Strategies Investment Advisory, Inc.
  Houston, TX
• 2016-08-31 → 2019-03-01
  Hornor, Townsend & Kent, Llc
  Houston, TX

Other Businesses

(1)Name of Business: First Gen RE Management, LLC Address: 3802 Lovejoy St, Houston, TX, 77003, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for rental residential real estate. (2)Name of Business: McAllister Carbajal Wealth Address: 1233 West Loop S Ste 1800, Houston, TX, 77027-9106, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 11/04/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Team Name for branding. (3)Name of Business: Woodforest Wealth Address: 1233 West Loop South Suite 1800, Houston, TX, 77027, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA of Woodforest Financial Services, Inc. Wealth management services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-14
• S66 Uniform Combined State Law Examination
  2016-07-06

Designations

• Certified Financial Planner

Other Names

• Edgar David Carbajal
• Edgar Juarez
• Edgar David Carbajal Juarez