Daniel Watkins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 02/2021
  Edward Jones
  St Louis, MO
• 07/2014 → 08/2019
  Stage King
  Fayetteville, AR
• 06/2018 → 08/2018
  Caribe Producerss
  Fayetteville, AR
• 01/2009 → 08/2019
  Student
  Springdale, AR
• 05/2021 → Present
  Lpl Financial Llc
  Tyler, TX
• 01/2023 → Present
  Bridges & Brownback Dba Thirteen Twenty-Two Tax Consultants
  Tyler, TX
• 01/2026 → Present
  Thirteen Twenty-Two Advisors
  Tyler, TX

Previous Registrations

• 2019-11-26 → 2021-02-01
  Edward Jones
  St Louis, MO
  Fayetteville, AR
  Tyler, TX
  Fayetteville, AR
  Fayetteville, AR
  Tyler, TX

Other Businesses

1) 10/02/2023 - Thirteen Twenty-Two Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 40 Hours Per Month/ During Trading 2) 01/22/2026 - Thirteen Twenty-Two Tax Consultants - Tax Prep/Accounting/CPA - Tax preparer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 20 hours per month/ 4 hours during trading 3) 01/28/2026 - Thirteen Twenty-Two Advisors - Registered Investment Advisor Hybrid - Financial Planner - Investment Related - At Reported Business Location(s) - Start Date 01/12/2026 - 40 hours per month/ 30 hours during trading - I provide investment advisory services through Thirteen Twenty-Two Advisors, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/28/2026 - Thirteen Twenty-Two Advisors - Registered Investment Advisor DBA - Financial Planner - Investment Related - At Reported Business Location(s) - Start Date 01/12/2026 - 40 hours per month/ 30 hours during trading - I provide investment advisory services through Thirteen Twenty-Two Advisors, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22