William Lee Vaseliades

Current Employers

Employment History

• 07/2009 → Present
  Lpl Financial, Llc
  Corpus Christi, TX
• 06/2015 → Present
  Sovereign Wealth Advisors, Llc
  Houston, TX

Previous Registrations

• 2015-06-30 → 2019-12-31
  Sovereign Wealth Advisors Llc
  Houston, TX
  Corpus Christi, TX
• 2009-06-01 → 2009-07-20
  Morgan Stanley
  Rockport, TX
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Corpus Christi, TX
• 2000-06-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Corpus Christi, TX

Other Businesses

1. 07/17/2009 - DBA ONLY - SOVEREIGN COAST WEALTH ADVISORS - TIME SPENT 100% - CORPUS CHRISTI, TX. 2. 10/20/2014 - CRUMP - NON-VARIABLE INSURANCE - TIME SPENT 4 HOURS PER MONTH - CORPUS CHRISTI, TX 3. 12/08/2014 - SOVEREIGN COAST CAPITAL MANAGEMENT - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 120 HOURS PER MONTH - CORPUS CHRISTI, TX 4. SOVEREIGN WEALTH ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - START 06/22/15 - 8 HRS/MO DURING SECS TRDG HOURS - 160 HRS/MO NOT DURING SECS TRDG HRS. 5. 03/04/2025- WLVproPhoto- Photography- INV Related- At Houston, Texas - Start date 09/05/2017- 20 Hours Per Month 6. 06/05/2025 - WLVRWV262, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date;05/21/2025 - 0 Hrs/Mth - 0Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-07
• S63 Uniform Securities Agent State Law Examination
  1990-08-27

Other Names

• William Vaseliades