Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
204 N. Penelope Street Suite A, Belton, TX 76513 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Belton | TX | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Belton | TX | 05/2026 | Present |
| Florida Financial Advisors | Austin | TX | 01/2025 | 04/2026 |
| Unemployed | Austin | TX | 08/2024 | 01/2025 |
| Alliance Residential Company | Austin | TX | 10/2022 | 07/2024 |
| Duke Companies | Austin | TX | 10/2021 | 10/2022 |
| Sunset Boat Rentals | Belton | TX | 01/2021 | 10/2021 |
| Holmes Contracting | Lubbock | TX | 05/2017 | 01/2021 |
| Texas Tech University | Lubbock | TX | 08/2014 | 12/2019 |
| Trinity Wealth Securities, Llc | Austin | TX | 09/2025 | 04/2026 |
| Texas Financial Advisors | Austin | TX | 01/2025 | 04/2026 |
(1) Name of Business: Gunter Financial Services Address: 204 N Penelope St Ste A, Belton, TX, 76513-3127, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/20/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent (2) Name of Business: Oak Crest Advisors Address: 204 N Penelope St Ste A, Belton, TX, 76513-3127, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/20/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-18 |
Reach out to this advisor