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Charles Wesley Mckenzie

Leo Wealth Americas, LLC

Hurst, TX

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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

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
Texas Tech University Lubbock TX 08/2014 12/2017
Bufford Advisors Dallas TX 06/2017 08/2017
Leogroup Wealth Solutions, Llc Hurst TX 08/2021 Present
Bft Financial Group, Llc Hurst TX 01/2018 Present
Leo Wealth Americas, Llc Hurst TX 04/2026 Present
  • 08/2014 → 12/2017
    Texas Tech University
    Lubbock, TX
  • 06/2017 → 08/2017
    Bufford Advisors
    Dallas, TX
  • 08/2021 → Present
    Leogroup Wealth Solutions, Llc
    Hurst, TX
  • 01/2018 → Present
    Bft Financial Group, Llc
    Hurst, TX
  • 04/2026 → Present
    Leo Wealth Americas, Llc
    Hurst, TX
Previous Registrations
  • 2021-08-09 → 2026-06-25
    Leo Wealth, Llc
    Edison, NJ
    Iselin, NJ
  • 2018-04-06 → 2022-01-03
    Leo Brokerage, Llc
    Hurst, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-08
S65 Uniform Investment Adviser Law Examination 2018-04-06
  • S63 Uniform Securities Agent State Law Examination
    2018-06-08
  • S65 Uniform Investment Adviser Law Examination
    2018-04-06
Designations
Other Names
  • Charlie Mckenzie

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
FIRST WESTERN SECURITIES, INC.
EDWARD JONES
LEO FUNDS AMERICAS, LLC
LEO WEALTH AMERICAS, LLC
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PONTEM ENERGY MANAGEMENT, LLC

Other Investors

GARY WENDELL HIBBETT
ROBERT JEFFREY TAYLOR
JERALD RICHARD COOPERMAN
Santosh Terala
JAMES P DONAHUE
DAVID CRAIG SANDERS
CHARLA KAE MC INTYRE FIELDS
ROBERT THOMAS OBRIEN

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX
EDWARD JONES · HURST, TX
LEO FUNDS AMERICAS, LLC · HURST, TX
LEO WEALTH AMERICAS, LLC · HURST, TX
LPL FINANCIAL LLC · HURST, TX
LPL FINANCIAL LLC · HURST, TX

More in Hurst, TX

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