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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

204 N. Penelope Street Suite A, Belton, TX 76513 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2026 → Present
    Raymond James Financial Services, Inc.
    Belton, TX
  • 05/2026 → Present
    Belton, TX
  • 01/2025 → 04/2026
    Florida Financial Advisors
    Austin, TX
  • 08/2024 → 01/2025
    Unemployed
    Austin, TX
  • 10/2022 → 07/2024
    Alliance Residential Company
    Austin, TX
  • 10/2021 → 10/2022
    Duke Companies
    Austin, TX
  • 01/2021 → 10/2021
    Sunset Boat Rentals
    Belton, TX
  • 05/2017 → 01/2021
    Holmes Contracting
    Lubbock, TX
  • 08/2014 → 12/2019
    Texas Tech University
    Lubbock, TX
  • 09/2025 → 04/2026
    Trinity Wealth Securities, Llc
    Austin, TX
  • 01/2025 → 04/2026
    Texas Financial Advisors
    Austin, TX
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-11
S65 Uniform Investment Adviser Law Examination 2025-01-18
  • S63 Uniform Securities Agent State Law Examination
    2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-01-18
Other Names
  • John Robert Holmes
  • John Robert Holmes

View on SEC IAPD

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