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Current Employers
Financial Trust Asset Management Chartered

10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-06
  • FL RA
    APPROVED
    Since 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

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
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
  • 10/2021 → Present
    Hueston Financial Services, Llc
    Bradenton, FL
  • 01/2022 → Present
    Hueston & Company Cpa, Llc
    Bradenton, FL
  • 11/2020 → 01/2022
    Dental Care Alliance
    Sarasota, FL
  • 11/2020 → 12/2021
    Prestige Worldwide Accounting
    Bradenton, FL
  • 01/2019 → 10/2020
    Kerkering Barberio & Co Cpa
    Bradenton, FL
  • 03/2018 → 01/2019
    Hca Asset Management
    Bradenton, FL
  • 05/2016 → 03/2018
    Hueston & Co. Cpa
    Bradenton, FL
  • 03/2017 → 03/2018
    Truvestments Capital Llc
    Sarasota, FL
  • 02/2025 → Present
    Financial Trust Asset Management Dba Hueston Financial Services
    Bradenton, FL
  • 02/2025 → Present
    Financial Trust Research Partners, Llc
    Boca Raton, FL
  • 07/2025 → Present
    Ft Insurance Services, Llc
    Boca Raton, FL
Previous Registrations
  • 2022-03-11 → 2025-04-29
    Hueston Financial Services Llc
    Bradenton, FL
    Bradenton, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-31
  • S65 Uniform Investment Adviser Law Examination
    2021-12-31
Designations
Other Names
  • Anthony Stephen Hueston
  • Stephen Hueston

View on SEC IAPD

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