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Current Employers
Independent Wealth Network, Inc.

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-04-28
MO RA APPROVED 2025-08-29
NM RA APPROVED 2024-12-06
LA RA APPROVED 2024-11-19
MN RA APPROVED 2023-09-20
NV RA APPROVED 2021-07-26
TX RA APPROVED 2018-09-18
  • IA RA
    APPROVED
    Since 2026-04-28
  • MO RA
    APPROVED
    Since 2025-08-29
  • NM RA
    APPROVED
    Since 2024-12-06
  • LA RA
    APPROVED
    Since 2024-11-19
  • MN RA
    APPROVED
    Since 2023-09-20
  • NV RA
    APPROVED
    Since 2021-07-26
  • TX RA
    APPROVED
    Since 2018-09-18

Branch Locations

Archer Financial Partners 7021 Kewanee Ave, Bldg.8 - 101, Lubblock, TX 79424 • United States

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowell And Company Inc Lubbock TX 03/2014 09/2018
Brokers International Financial Services Lubbock TX 09/2018 01/2024
Mcdermott Investment Services, Llc Bethlehem PA 01/2024 Present
Independent Wealth Network, Inc. Lubbock TX 09/2018 Present
  • 03/2014 → 09/2018
    Lowell And Company Inc
    Lubbock, TX
  • 09/2018 → 01/2024
    Brokers International Financial Services
    Lubbock, TX
  • 01/2024 → Present
    Mcdermott Investment Services, Llc
    Bethlehem, PA
  • 09/2018 → Present
    Lubbock, TX
Previous Registrations
Other Businesses

1. KATHLEEN WILLIAMS RENTALS/DUPLEX;NOT INVESTMENT RELATED;LUBBOCK,TX; 08/1976-PRESENT;1 HR WEEKLY/0 HRS DURING TRADING; OWNER 2. MEDICARE SUPPLEMENT PLAN SALES; NOT INVESTMENT RELATED, 7021 KEWANEE AVE STE 8-102, LUBBOCK,TX 79424; 03/01/2019-PRESENT; 4 HOURS MONTHLY/4 DURING TRADING HOURS 3. WATER AEROBICS INSTRUCTOR; NOT INVESTMENT RELATED; LUBBOCK,TX; INSTRUCTOR; 01/01/2019-PRESENT; 16 HRS/MO - NONE DURING TRADING HOURS. 4. ARCHER FINANCIAL PARTNERS; INVESTMENT-RELATED; 7021 KEWANEE AVE., STE 8-102, LUBBOCK, TX, 79424; DBA UNDER WHICH ADVISORY SERVICES OF INDEPENDENT WEALTH NETWORK ARE OFFERED; INVESTMENT ADVISER REPRESENTATIVE AND SR. VICE PRESIDENT; 09/2018; 40 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-22
S63 Uniform Securities Agent State Law Examination 1994-04-25
  • S66 Uniform Combined State Law Examination
    2007-01-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-25
Other Names
  • Kathy Pitts
  • Kathleen Marie Williams
  • Kathleen Marie Williams-Price
  • Kathleen Marie Williams
  • Kathleen Marie Williams-Price
  • Kathleen Marie Pitts
  • Kathleen M Williams-Price

View on SEC IAPD

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