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William Gerald Caldwell

Guidestone Advisors

Dallas, TX

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Current Employers
Guidestone Advisors

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-27
  • TX RA
    APPROVED
    Since 2023-06-27

Branch Locations

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • 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
Guidestone Financial Resources Dallas TX 01/2021 Present
Whole Foods Addison TX 11/2018 12/2020
Patton House Richardson TX 05/2018 03/2020
Breaking Free Ministries Anna TX 12/2016 05/2018
King Soopers Fort Collins CO 12/2014 12/2016
  • 01/2021 → Present
    Guidestone Financial Resources
    Dallas, TX
  • 11/2018 → 12/2020
    Whole Foods
    Addison, TX
  • 05/2018 → 03/2020
    Patton House
    Richardson, TX
  • 12/2016 → 05/2018
    Breaking Free Ministries
    Anna, TX
  • 12/2014 → 12/2016
    King Soopers
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-24
S63 Uniform Securities Agent State Law Examination 2022-04-14
  • S65 Uniform Investment Adviser Law Examination
    2023-05-24
  • S63 Uniform Securities Agent State Law Examination
    2022-04-14
Designations
Other Names
  • William Gerald Caldwell

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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