Adviser and broker representative · Sunbelt Securities, Inc.
Gaylord Chase Jr.
CRD 4602497 · Houston, TX
At a glance
Gaylord Chase Jr. is an investment adviser representative with Sunbelt Securities, Inc. in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gaylord’s SEC record dates to 2003, about 23 years ago. Gaylord is also registered as a broker representative.
Current advisory firm
- Sunbelt Securities, Inc.Since August 2011Houston, TX · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 7 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gaylord’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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