John K. Hoyt

H. L. ORMOND & COMPANY | Branch Manager

GREENVILLE, NC 27858

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CRD#: 4128152

Professional summary

John Keais Hoyt JR, CFP®, who also goes by Keais Hoyt, is a registered financial advisor currently at H. L. ORMOND & COMPANY, LLC located in Greenville, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Min. Asset: $250K–$500K

Services Offered

Insurance Planning

Estate Planning

Investment Planning

Education Planning

Retirement Planning

Comprehensive Financial Planning

Long-term Care

Aliases

Keais Hoyt

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) - RIA

Click below to view John Keais Hoyt JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 9, 2026 - Present

H. L. ORMOND & COMPANY, LLC

Office #1: 1001 Conference Drive Suite A, Greenville, NC 27858

RIA

CRD#: 313593

GREENVILLE, NC

Past

September 19, 2019 - July 2, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREENVILLE, NC

Past

September 19, 2019 - July 2, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENVILLE, NC

Past

March 14, 2014 - September 23, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

GREENVILLE, NC

Past

March 14, 2014 - September 23, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

GREENVILLE, NC

Past

January 1, 2008 - March 14, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENVILLE, NC

Past

January 1, 2008 - March 14, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENVILLE, NC

Past

April 2, 2004 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

GREENVILLE, NC

Past

May 11, 2001 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

GREENVILLE, NC

Past

July 10, 2000 - May 15, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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".

H. L. ORMOND & COMPANY, LLC

CRD#: 313593 / SEC#: 801-120841

RIA

Registered Investment Advisory firm - (4/16/2021 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(7/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/1/2004

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/1/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/21/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/11/2009

General Securities Sales Supervisor - Options Module Examination

Current Firm

H. L. ORMOND & COMPANY, LLC

CRD#: 313593 / SEC#: 801-120841

RIA

Registered Investment Advisory firm - (4/16/2021 Approved)

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Contact information

Main Address

1001 Conference Drive Suite A, Greenville, NC 27858

Mailing Address

Phone number

(252) 756-4010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HL ORMOND ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts	1,199
AUM (Assets Under Management)	$ 401,376,690

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

John K. Hoyt

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Keais Hoyt JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

H. L. ORMOND & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2004

Series 65

Date: 9/1/2000

Series 63

Date: 7/13/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2000

Series 10

Date: 10/21/2009

Series 9

Date: 9/11/2009

Current Firm

H. L. ORMOND & COMPANY, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

H. L. ORMOND & COMPANY, LLC

TRUST BUT VERIFY

Contact information

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