William Jeffrey Byrum

Current Employers

Tl Private Wealth

165 S Kimball Ave Suite 120, Southlake, TX 76092 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-09-05
TX	RA	APPROVED	2018-10-17

LA RA
APPROVED

Since 2023-09-05
TX RA
APPROVED

Since 2018-10-17

Branch Locations

165 S Kimball Ave Suite 120, Southlake, TX 76092 • United States

Celina, TX • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Ft Worth	TX	09/2013	10/2018
Tl Private Wealth	Southlake	TX	10/2018	Present

09/2013 → 10/2018

Td Ameritrade

Ft Worth, TX
10/2018 → Present

Tl Private Wealth

Southlake, TX

Previous Registrations

2014-01-21 → 2018-10-30

Td Ameritrade, Inc.

Plano, TX

Westlake, TX

Omaha, NE
2014-01-21 → 2018-10-30

Td Ameritrade Investment Management, Llc

Plano, TX

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-01-03

S66 Uniform Combined State Law Examination

2014-01-03

Other Names

Jeff Byrum

View on SEC IAPD

Current Employers

Tl Private Wealth

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews