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DE

Don F. Elsenbrock

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CRD#: 2180206
DE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Don Frederick Elsenbrock, who also goes by Don F Elsenbrock, was a registered financial professional .

Don is a previously registered financial professional and started their career in finance in 1991. Don had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 3, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don F Elsenbrock

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 11, 2012 - July 10, 2015

SUNBELT SECURITIES, INC.

RIA
CRD#: 42180
HOUSTON, TX
Past

December 11, 2012 - July 10, 2015

SUNBELT SECURITIES, INC.

BD
CRD#: 42180
HOUSTON, TX
Past

December 24, 2009 - December 13, 2010

SUNBELT SECURITIES, INC.

RIA
CRD#: 42180
HOUSTON, TX
Past

December 24, 2009 - December 13, 2010

SUNBELT SECURITIES, INC.

BD
CRD#: 42180
HOUSTON, TX
Past

October 20, 2005 - January 9, 2008

STANFORD GROUP COMPANY

RIA
CRD#: 39285
HOUSTON, TX
Past

October 18, 2005 - January 9, 2008

STANFORD GROUP COMPANY

BD
CRD#: 39285
HOUSTON, TX
Past

August 7, 2002 - October 16, 2003

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

August 9, 2001 - September 7, 2001

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
MEMPHIS, TN
Past

May 15, 2001 - August 13, 2001

STANFORD GROUP COMPANY

BD
CRD#: 39285
HOUSTON, TX
Past

August 25, 1999 - June 12, 2001

NELSONREID, INC.

BD
CRD#: 45503
HOUSTON, TX
Past

February 17, 1999 - April 5, 1999

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

December 20, 1991 - June 26, 1992

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SS
SUNBELT SECURITIES, INC.
SUNBELT ADVISORY SERVICES, INC. | SUNBELT SECURITIES, INC. | SUNBELT SECURITIES

CRD#: 42180 / SEC#: 801-71479, 8-49748

RIA
Registered Investment Advisory firm - SEC (6/24/2010 Approved)
Kentucky
Registered Investment Advisory firm - SEC (7/16/2010 Terminated)
Texas
Registered Investment Advisory firm - SEC (7/16/2010 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/17/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
SUNBELT SECURITIES, INC.
SUNBELT ADVISORY SERVICES, INC. | SUNBELT SECURITIES, INC. | SUNBELT SECURITIES

CRD#: 42180 / SEC#: 801-71479, 8-49748

RIA
Registered Investment Advisory firm - SEC (6/24/2010 Approved)
Kentucky
Registered Investment Advisory firm - SEC (7/16/2010 Terminated)
Texas
Registered Investment Advisory firm - SEC (7/16/2010 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
2700 Post Oak Blvd Ste 1700, Houston, TX 77056
Mailing Address
2700 Post Oak Blvd Ste 1700, Houston, TX 77056
Phone number
(713) 965-9510
Established
Texas since 10/20/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
68

SEC notice filing (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

SUNBELT RD PROGRAM WRAP FEE BROCHURE (3/31/2025)

Direct owners and executive officers


NamePositionCRD#
BUCKLEY, THOMAS FRANCISFINANCIAL OPERATIONS PRINCIPAL1563361
MILLER, RAYMOND JOSEPHOFFICE MANAGER/COMPLIANCE856248
SMETEK, DAVID ANTHONYPRESIDENT / SECRETARY1246996
SMETEK, PATRICK JOSEPHREGISTERED OPTIONS PRINICPAL1052695
SMETEK, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER1052695
YOUNG, DAGNY WRIGHTMUNICIPAL SECURITIES PRINCIPAL2050615

Regulatory assets under management


Total Number of Accounts5,355
AUM (Assets Under Management)$ 2,024,286,577

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUNBELT SECURITIES, INC.

CRD#: 42180

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