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Current Employers
Leo Wealth Americas, Llc

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

11903 Frankland Ave, Suite 200, Lubbock, TX 79424 • United States

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Center For Veterinary Specialty Care Lewisville TX 09/2015 09/2016
Barklee Financial Group, Llc Lubbock TX 09/2018 Present
Knight Animal Wellness Lubbock TX 09/2016 09/2018
Leo Wealth, Llc Big Spring TX 08/2021 Present
Leo Brokerage, Llc Big Spring TX 09/2017 Present
Knight Time Holdings, Llc Lubbock TX 09/2023 Present
Leo Wealth Americas, Llc Lubbock TX 10/2025 Present
  • 09/2015 → 09/2016
    Center For Veterinary Specialty Care
    Lewisville, TX
  • 09/2018 → Present
    Barklee Financial Group, Llc
    Lubbock, TX
  • 09/2016 → 09/2018
    Knight Animal Wellness
    Lubbock, TX
  • 08/2021 → Present
    Big Spring, TX
  • 09/2017 → Present
    Leo Brokerage, Llc
    Big Spring, TX
  • 09/2023 → Present
    Knight Time Holdings, Llc
    Lubbock, TX
  • 10/2025 → Present
    Lubbock, TX
Previous Registrations
Other Businesses

1. Barklee Financial Group, LLC - Sole Member; non-investment related, 11903 Frankford Ave - Suite 200, Lubbock, TX 79424; Tax and Accounting services; Owner and head accountant, 09/2018 start date, 20 hrs/wk, 4 hrs during trading; I manage a team of bookkeepers and prepare tax returns during tax season. 2. Knight Animal Wellness, PLLC - Sole Member; Non-Investment, 1001 E FM 700 Big Spring, TX, 79720; general services/ veterinary related. Owner and Veterinarian. 09/2016 start date, 0 hrs/ week. I offer veterinary services to friends and family when needed, not currently active in the business. 3. Knight Time Holdings, LLC - Managing Director; non-investment related, 11903 Frankford Ave - Suite 200, Lubbock, TX 79424; Vending Machine Company; Managing Director, 09/2023 start date, 8-10 hrs/month, 4 hrs during trading; I oversee business operations. 4. 08/2019 Independent Licensed Insurance Agent; Investment Related; Lubbock, Texas; Life and Health Insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-26
S63 Uniform Securities Agent State Law Examination 2017-11-03
  • S65 Uniform Investment Adviser Law Examination
    2022-10-26
  • S63 Uniform Securities Agent State Law Examination
    2017-11-03

View on SEC IAPD

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