Brent Williams

Current Employers

Employment History

• 10/2012 → 09/2017
  J.P. Morgan Securities Llc
  Plano, TX
• 11/2011 → 09/2017
  J.P. Morgan
  Dallas, TX
• 10/2017 → 11/2020
  Lpl Financial Llc
  Rockwall, TX
• 10/2017 → 11/2020
  American National Bank Of Texas
  Rockwall, TX
• 12/2020 → 05/2021
  Bbva Usa
  Birmingham, AL
• 12/2020 → 05/2021
  Bbva Securities Inc
  Dallas, TX
• 01/2021 → 05/2021
  Bbva Insurance Agency Inc
  Austin, TX
• 01/2021 → 05/2021
  Bbva Wealth Solutions, Inc
  Dallas, TX
• 05/2021 → 10/2021
  Lake Point Advisory Group Llc
  Rockwall, TX
• 11/2021 → 03/2022
  Mercer Global Advisors
  Rockwall, TX
• 02/2022 → Present
  Lpl Financial Llc
  Forney, TX

Previous Registrations

• 2021-07-02 → 2022-03-25
  Lake Point Wealth Management, Llc
  Heath, TX
• 2021-12-22 → 2022-03-03
  Mercer Global Advisors Inc.
  Denver, CO
  Rockwall, TX
• 2021-01-13 → 2021-05-17
  Pnc Managed Account Solutions, Inc.
  Dallas, TX
• 2017-10-02 → 2020-11-09
  Lpl Financial Llc
  Rockwall, TX
• 2012-10-01 → 2017-10-03
  J.P. Morgan Securities Llc
  Plano, TX
  Allen, TX
  Dallas, TX
  Dallas, TX
• 2011-03-15 → 2012-10-01
  Chase Investment Services Corp.
  Plano, TX
  Richardson, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-14
• S63 Uniform Securities Agent State Law Examination
  2004-08-12

Other Names

• Brent Allen Williams
• Brent A Williams