Zaphrey L. Williams

LEO WEALTH AMERICAS

HURST, TX 76054

CRD#: 2443743

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Professional summary

Zaphrey Llwellyn Williams is a registered financial advisor currently at LEO WEALTH AMERICAS, LLC located in Hurst, Texas and LEO BROKERAGE, LLC located in Hurst, Texas.

Zaphrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Zaphrey has worked at 6 firms and has passed the Series 63, SIE and Series 6 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 Zaphrey Llwellyn Williams'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 20, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 860 Airport Freeway Suite 402, Hurst, TX 76054

RIA

CRD#: 338799

HURST, TX

Current

August 13, 2004 - Present

LEO BROKERAGE, LLC

Office #1: 860 Airport Freeway, Suite 402, Hurst, TX 76054

CRD#: 109121

HURST, TX

Past

October 11, 2021 - June 25, 2026

LEO WEALTH, LLC

RIA

CRD#: 283891

EDISON, NJ

Past

June 4, 2004 - January 3, 2022

LEO BROKERAGE, LLC

RIA

CRD#: 109121

HURST, TX

Past

April 5, 2004 - June 4, 2004

FIRST MIDWEST SECURITIES, INC.

RIA

CRD#: 21786

GRAND PRAIRIE, TX

Past

April 5, 2004 - June 4, 2004

FIRST MIDWEST SECURITIES, INC.

CRD#: 21786

BLOOMINGTON, IL

Past

November 5, 1997 - April 6, 2004

WADDELL & REED

RIA

CRD#: 866

DALLAS, TX

Past

November 5, 1997 - April 6, 2004

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

February 22, 1994 - June 25, 1997

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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.

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

Texas
(6/24/2004)

IAR

Texas
(4/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/19/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/19/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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

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)

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.

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Zaphrey L. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zaphrey Llwellyn Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEO BROKERAGE, LLC

LEO WEALTH, LLC

LEO BROKERAGE, LLC

FIRST MIDWEST SECURITIES, INC.

FIRST MIDWEST SECURITIES, INC.

WADDELL & REED

WADDELL & REED

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/19/1994

SIE

Date: 10/1/2018

Series 6

Date: 2/19/1994

FINRA

Current Firm

LEO WEALTH AMERICAS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

LEO WEALTH AMERICAS, LLC

TRUST BUT VERIFY

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