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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-24 |
| OH | RA | APPROVED | 2024-02-05 |
| FL | RA | APPROVED | 2023-10-31 |
| LA | RA | APPROVED | 2022-11-16 |
| TX | RA | APPROVED | 2016-12-15 |
Branch Locations
511 University Dr. E Suite 210, College Station, TX 77840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Houston | TX | 08/2014 | 12/2016 |
| Securities America Advisors, Inc. Dba The Wealth Management Co. | Bryan | TX | 02/2015 | 12/2016 |
| L & W Financial, Llc Dba Smith & Wyatt | Bryan | TX | 12/2016 | Present |
| L & W Financial, Llc | Bryan | TX | 03/2004 | Present |
Name of other business: INSURANCE SALES Whether the business investment related: NON-INVESTMENT RELATED Address of other business: 1716 BRIARCREST DR. SUITE 300, BRYAN TX. 77082 Position: Independently licensed Insurance Agent Start Date: 05/2010 Number of hours/month devoted to the other business: 20 Number of hours/month devoted during trading hours: 10 Duties: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-30 |
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