Best Investors Account Sign in
Inactive

Sterling Joseph Gray

Keener Financial Planning

Keller, TX

Claim This Profile
Current Employers
Keener Financial Planning

1692 Keller Parkway, Keller, TX 76248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-30
  • TX RA
    APPROVED
    Since 2023-05-30

Branch Locations

1692 Keller Parkway, Keller, TX 76248 • 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
Hfg Wealth Management, Llc The Woodlands TX 10/2019 05/2023
N/A Amarillo TX 08/2019 09/2019
Kahler Financial Group Rapid City SD 06/2017 07/2019
Texas Tech University Lubbock TX 01/2016 05/2017
Keener Financial Planning Keller TX 05/2023 Present
  • 10/2019 → 05/2023
    Hfg Wealth Management, Llc
    The Woodlands, TX
  • 08/2019 → 09/2019
    N/A
    Amarillo, TX
  • 06/2017 → 07/2019
    Kahler Financial Group
    Rapid City, SD
  • 01/2016 → 05/2017
    Texas Tech University
    Lubbock, TX
  • 05/2023 → Present
    Keener Financial Planning
    Keller, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-02
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
INTEGRITY ALLIANCE, LLC.
J.P. MORGAN SECURITIES LLC
FROST INVESTMENT SERVICES
BLACK SEA INVESTMENT GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Melissa Sue Miller
Clayton Edwards
Rachael Boucher
Jeffery Charles Clements
Paul E Brewer
LAURA MICHELLE GENINATTI
Michael Sean Raich
Jesse Jackson Deaver

Other Offices

EDWARD JONES · KELLER, TX
EDWARD JONES · Keller, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · North Richland Hills, TX
EDWARD JONES · KELLER, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Keller, TX
PFS INVESTMENTS INC. · KELLER, TX
INTEGRITY ALLIANCE, LLC. · North Richland Hills, TX
J.P. MORGAN SECURITIES LLC · North Richland Hills, TX

More in Keller, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor