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18383 Preston Road #202, Dallas, TX 75252 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ace Division, Inc. | Tyler | TX | 08/2017 | 01/2019 |
| Academy Sports & Outdoors | Tyler | TX | 12/2016 | 07/2017 |
| Unemployed | Albany | GA | 07/2016 | 12/2016 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 02/2019 | 08/2024 |
| Woodmen Financial Services, Inc. | Omaha | NE | 02/2019 | 08/2024 |
| Sharpe Package Services, Llc | Tyler | TX | 01/2025 | Present |
| Dallas Financial Planning Llc | Dallas | TX | 12/2024 | Present |
| Unemployed | Tyler | TX | 08/2024 | 12/2024 |
| Dallas Financial Planning Llc | Dallas | TX | 09/2025 | Present |
Sharpe Package Services, LLC; Non-Investment related; Tyler, Texas; Ecommerce Services; Managing Member; 1/1/2025; 60 hours per month including during trading hours. William Sharpe has an active insurance license but does not offer insurance services in any capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
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