Forrest W. Hopper

STOREHOUSE FINANCIAL LLC

Fort Worth, TX 76107

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CRD#: 4412308

Professional summary

Forrest Wade Hopper is a registered financial advisor currently at STOREHOUSE FINANCIAL LLC located in Fort Worth, Texas.

Forrest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Forrest has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7TO, Series 55, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Forrest Wade Hopper'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®

None

Experience

Current

May 19, 2023 - Present

STOREHOUSE FINANCIAL LLC

Office #1: 3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107

RIA

CRD#: 140738

Fort Worth, TX

Past

November 28, 2023 - June 26, 2025

CABIN SECURITIES, INC.

CRD#: 137608

Forth Worth , TX

Past

April 8, 2020 - April 10, 2023

CAPIS

CRD#: 7551

DALLAS, TX

Past

July 25, 2007 - October 19, 2009

JONESTRADING

CRD#: 6888

DALLAS, TX

Past

December 4, 2003 - July 26, 2007

CAPIS

CRD#: 7551

DALLAS, TX

Past

June 26, 2001 - June 2, 2003

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FORT WORTH, TX

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".

STOREHOUSE FINANCIAL LLC

STOREHOUSE | STOREHOUSE FINANCIAL LLC

CRD#: 140738 / SEC#: 801-122416

RIA

Registered Investment Advisory firm - (9/29/2021 Approved)

Louisiana

Registered Investment Advisory firm - (10/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/15/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(5/19/2023)

IAR

Louisiana
(5/19/2023)

IAR

Texas
(5/19/2023)

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 65

Date: 5/18/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 1/20/2021

National Commodity Futures Examination

General Industry/Product Exam

Series 7TO

Date: 8/6/2020

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 5/13/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 12/3/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/25/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STOREHOUSE FINANCIAL LLC

STOREHOUSE | STOREHOUSE FINANCIAL LLC

CRD#: 140738 / SEC#: 801-122416

RIA

Registered Investment Advisory firm - (9/29/2021 Approved)

Louisiana

Registered Investment Advisory firm - (10/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/15/2021 Terminated)

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Contact information

Main Address

3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107

Mailing Address

3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107

Phone number

(877) 305-3233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STOREHOUSE FORM ADV PART 2A (7/2/2025)

Regulatory assets under management

Total Number of Accounts	3,029
AUM (Assets Under Management)	$ 207,903,023

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.

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Advisor Monitoring

Firm Stability Insights

Forrest W. Hopper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forrest Wade Hopper's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABIN SECURITIES, INC.

CAPIS

JONESTRADING

CAPIS

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

STOREHOUSE FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2023

Series 63

Date: 9/30/2020

Series 3

Date: 1/20/2021

Series 7TO

Date: 8/6/2020

Series 55

Date: 5/13/2004

Series 7

Date: 12/3/2003

Series 6

Date: 6/25/2001

Current Firm

STOREHOUSE FINANCIAL LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOREHOUSE FINANCIAL LLC

TRUST BUT VERIFY

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