Zaphrey Llwellyn Williams

Employer firm

Leo Wealth Americas, LLC CRD 338799

$512M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2003 → Present
  Z L Williams Tax And Bookkeeping Services
  Dallas, TX
• 06/2004 → Present
  Bft Financial Group, Llc
  Hurst, TX
• 08/2004 → Present
  Bft Financial Group, Llc
  Hurst, TX
• 08/2021 → Present
  Leo Wealth, Llc
  Hurst, TX
• 11/2025 → Present
  Leo Wealth Americas, Llc
  Hurst, TX
• 03/1998 → Present
  Various Insurance Carriers
  Dallas, TX

Previous Registrations

• 2021-10-11 → 2026-06-25
  Leo Wealth, Llc
  Edison, NJ
• 2004-04-05 → 2004-06-04
  First Midwest Securities, Inc.
  Grand Prairie, TX
• 1997-11-05 → 2004-04-06
  Waddell & Reed
  Dallas, TX

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-19