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860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
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 |
|---|---|---|---|---|
| Z L Williams Tax And Bookkeeping Services | Dallas | TX | 01/2003 | Present |
| Bft Financial Group, Llc | Hurst | TX | 06/2004 | Present |
| Bft Financial Group, Llc | Hurst | TX | 08/2004 | Present |
| Leo Wealth, Llc | Hurst | TX | 08/2021 | Present |
| Leo Wealth Americas, Llc | Hurst | TX | 11/2025 | Present |
| Various Insurance Carriers | Dallas | TX | 03/1998 | Present |
03/1998 - PRESENT, VARIOUS INSURANCE CARRIERS, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT, DALLAS TX. 01/2003 - PRESENT, Z L WILLIAMS TAX AND BOOKKEEPING SERVICES, NOT INVESTMENT RELATED, TAX PREPARATION SPECIALIST, DALLAS TX.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-19 |
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