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William D. Schultz

LEO WEALTH AMERICAS
HURST, TX 76054
CRD#: 2219862
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WS
William David SchultzLEO WEALTH AMERICAS

Professional summary

William David Schultz is a registered financial advisor currently at LEO WEALTH AMERICAS, LLC located in Hurst, Texas and LEO BROKERAGE, LLC located in Hurst, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. William has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Schultz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 15, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 860 Airport Freeway Suite 402, Hurst, TX 76054
RIA
CRD#: 338799
HURST, TX
Current

January 16, 2002 - Present

LEO BROKERAGE, LLC

Office #1: 860 Airport Freeway Suite 402, Hurst, TX 76054
BD
CRD#: 109121
Hurst, TX
Past

October 11, 2021 - June 25, 2026

LEO WEALTH, LLC

RIA
CRD#: 283891
EDISON, NJ
Past

August 9, 2002 - January 3, 2022

LEO BROKERAGE, LLC

RIA
CRD#: 109121
HURST, TX
Past

April 20, 1999 - March 19, 2002

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
COLUMBUS, OH
Past

March 3, 1997 - April 19, 1999

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 3, 1992 - March 20, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 3, 1992 - March 20, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
South Dakota
(3/7/2025)
RR
Texas
(1/16/2002)
IAR
Texas
(4/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/7/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/9/2005
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/8/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LW
LEO WEALTH AMERICAS, LLC
LEO WEALTH AMERICAS, LLC

CRD#: 338799 / SEC#: 801-135043

RIA
Registered Investment Advisory firm - (2/23/2026 120-Day Approval)
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Contact information

Main Address
860 Airport Freeway Suite 402, Hurst, TX 76054
Mailing Address
Phone number
(817) 354-1090
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LEO WEALTH AMERICAS, LLC

CRD#: 338799Hurst, TX 76054

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