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Current Employers
Dominion Portfolio Management, Inc.

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-15
  • TX RA
    APPROVED
    Since 2022-02-15

Branch Locations

951 West Dallas Street, Canton, TX 75103 • 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
Vsr Financial Services, Inc. Overland Park KS 07/2013 09/2016
Vsr Advisory Services Overland Park KS 01/2015 09/2016
Summit Brokerage Services, Inc. Canton TX 09/2016 02/2017
Summit Financial Group Inc Boca Raton FL 09/2016 02/2017
Dominion Investor Services, Inc. Horseshoe Bay TX 02/2017 06/2023
Dominion Portfolio Management, Inc. Horseshoe Bay TX 02/2017 02/2020
Hester And Company, Pc Canton TX 01/2013 Present
Dominion Portfolio Management, Inc. Horseshoe Bay TX 02/2022 Present
Calton & Associates, Inc. Canton TX 06/2023 Present
  • 07/2013 → 09/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 01/2015 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2016 → 02/2017
    Summit Brokerage Services, Inc.
    Canton, TX
  • 09/2016 → 02/2017
    Summit Financial Group Inc
    Boca Raton, FL
  • 02/2017 → 06/2023
    Dominion Investor Services, Inc.
    Horseshoe Bay, TX
  • 02/2017 → 02/2020
    Horseshoe Bay, TX
  • 01/2013 → Present
    Hester And Company, Pc
    Canton, TX
  • 02/2022 → Present
    Horseshoe Bay, TX
  • 06/2023 → Present
    Calton & Associates, Inc.
    Canton, TX
Previous Registrations
  • 2017-02-23 → 2020-02-25
    Canton, TX
    Tampa, FL
  • 2016-09-01 → 2017-03-06
    Summit Financial Group Inc
    Canton, TX
  • 2015-01-16 → 2016-09-01
    Vsr Financial Services, Inc.
    Worden, IL
    Canton, TX
    Overland Park, KS
Other Businesses

1. LAUREN H. JASON; NOT INVESTMENT RELATED; 951 W. DALLAS STREET, CANTON, TEXAS 75103; INSURANCE SALES, AGENT; BEGAN 2013; 10 HOURS PER MONTH 2. HESTER & COMPANY PC; NOT INVESTMENT RELATED; 951 W. DALLAS ST., CANTON, TX 75103; ACCOUNTING AND TAX PREPARATION; CPA; BEGAN 01/01/2013, NOW KNOWN AS HESTER JASON, PC; 80 HOURS PER MONTH INCLUDING DURING TRADING. 3. DBA TRANSWORLD BUSINESS ADVISORS; (TALISMAN BUSINESS ADVISORS, LLC); NO INVESTMENT RELATED; 951 W. DALLAS, CANTON, TX 75103; REAL ESTATE AND ASSET MARKETING SERVICES; BEGAIN IN 2016; 25 HOURS PER MONTH INCLUDING DURING TRADING; REAL ESTATE AND ASSET SALES 4. DBA CLEARMARK FINANCIAL AND INSURANCE SERVICES, LLC; INVESTMENT RELATED; 951 W. DALLAS STREET, CANTON, TX 75103; INSURANCE SALES; AGENT, BEGAN 2017; 10 HOURS PER MONTH INCLUDING DURING TRADING; FIXED ANNUITY AND PROPERTY AND CASUALTY SALES. 5. DBA FOUR TREES REAL ESTATE SERVICES, LLC; NOT INVESTMENT RELATED; 951 WEST DALLAS STREET, CANTON, TX 75103, REAL ESTATE SALES, BEGAN IN 2017; 10 HOURS PER MONTHH INCLUDING DURING TRADING REAL ESTATE SALES. 6. LHJ FINANCIAL SERVICES, PLLC, NOT INVESTMENT RELATED, 951 W. DALLAS ST., CANTON, TX 75103, ACCOUNTING AND TAX CONSULTATION, CPA, BEGAN 07-01-2015, 80 HOURS PER MONTH. 7. BISON CREEK MANAGEMENT SERVICES, LLC DBA FOUR POINTS RANCH, NOT INVESTMENT RELATED, 951 W. DALLAS STREET, CANTON, TEXAS 75103, FARM AND RANCH-CATTLE AND HAY, BEGAN 2020, 40 HOURS PER MONTH. 8. CANTON LITTLE DRIBBLERS BOARD OF DIRECTORS-MEMBER-2.0 HRS A MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-07
  • S66 Uniform Combined State Law Examination
    2015-01-07
Other Names
  • Lauren Patricia Hester

View on SEC IAPD

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