Inactive

William Charles Weston

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Current Employers

Wpwealth Llp

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-03-21

TX RA
APPROVED

Since 2017-03-21

Branch Locations

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Adp Broker Dealer Inc	Dallas	TX	08/2016	12/2016
Adp Llc	Dallas	TX	08/2016	12/2016
Whitley Penn Financial	Fort Worth	TX	01/2017	11/2018
Wpwealth Llp	Fort Worth	TX	11/2018	Present

08/2016 → 12/2016

Adp Broker Dealer Inc

Dallas, TX
08/2016 → 12/2016

Adp Llc

Dallas, TX
01/2017 → 11/2018

Whitley Penn Financial

Fort Worth, TX
11/2018 → Present

Wpwealth Llp

Fort Worth, TX

Previous Registrations

2013-03-12 → 2016-08-24

Invesco Advisers, Inc.

Atlanta, GA

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-11

S66 Uniform Combined State Law Examination

2013-03-11

Designations

Other Names

Bill Weston
Billy Weston

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC

M2G VENTURES LLC

ACHELION CAPITAL MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

GOOD LIFE PRIVATE WEALTH, LLC

SELADOR CAPITAL MANAGEMENT, LP

INDEPENDENCE SQUARE HOLDINGS, LLC

EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN

Joseph D'Agostino

RYAN HOLLOWAY COX

LEONARD DEWAYNE HALL

Justin Owen Hall

DANIEL B GEEHAN

Ambyr Dnae Capps

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX

M2G VENTURES LLC · FORT WORTH, TX

ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

J.P. MORGAN SECURITIES LLC · FT. WORTH, TX

GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX

SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX

INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX

EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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