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10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
Branch Locations
10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102 • United States
8792 Sr 70 E Suite 102, Bradenton, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hueston Financial Services, Llc | Bradenton | FL | 10/2021 | Present |
| Hueston & Company Cpa, Llc | Bradenton | FL | 01/2022 | Present |
| Dental Care Alliance | Sarasota | FL | 11/2020 | 01/2022 |
| Prestige Worldwide Accounting | Bradenton | FL | 11/2020 | 12/2021 |
| Kerkering Barberio & Co Cpa | Bradenton | FL | 01/2019 | 10/2020 |
| Hca Asset Management | Bradenton | FL | 03/2018 | 01/2019 |
| Hueston & Co. Cpa | Bradenton | FL | 05/2016 | 03/2018 |
| Truvestments Capital Llc | Sarasota | FL | 03/2017 | 03/2018 |
| Financial Trust Asset Management Dba Hueston Financial Services | Bradenton | FL | 02/2025 | Present |
| Financial Trust Research Partners, Llc | Boca Raton | FL | 02/2025 | Present |
| Ft Insurance Services, Llc | Boca Raton | FL | 07/2025 | Present |
1. Hueston & Company CPA, LLC; Bradenton, Florida; Non-investment Related; Tax Manager; Tax Services; Start date: 01/2022; Approximately 80 hours spent per month; Approximately 60 hours spent during trading hours. 2. Financial Trust Research Partners, LLC; Investment Research; Part owner; (Investment-related at research level only); 10055 Yamato Road, Suite 103, Boca Raton, FL 33498; Conduct market research and write about it; Start date: 01/31/2025; Mr. Hueston spends 0 hours a month and devotes 0 hours during securities trading hours to Financial Trust Research Partners, LLC. 3. FT Insurance Services, LLC; Insurance Services; Investment Related; Part owner; 10055 Yamato Road, SUITE 103, Boca Raton, FL 33498; Insurance Agency; Start Date: 07/01/2025; Mr. Hueston spends 0 hours a month and devotes 0 hours during securities trading hours to FT Insurance Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-31 |
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