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Lacedric D. Williams

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CRD#: 3104753
LW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lacedric Deshawn Williams, who also goes by Lacedric Williams, was a registered financial advisor .

Lacedric is a previously registered financial advisor and started their career in finance in 1999. Lacedric had worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lacedric Williams

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 1, 2004 - September 20, 2004

LEO BROKERAGE, LLC

RIA
CRD#: 109121
BEDFORD, TX
Past

February 24, 2004 - September 20, 2004

LEO BROKERAGE, LLC

BD
CRD#: 109121
HURST, TX
Past

February 2, 1999 - January 16, 2003

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
COLUMBUS, OH

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


LB
LEO BROKERAGE, LLC
ADVANCED FINANCIAL SERVICES | WILSON WEALTH MANAGEMENT | SENIOR FINANCIAL SERVICES | ROCKWALL WEALTH MANAGEMENT | MIKE MILLS WEALTH MANAGEMENT | MEDINA INVESTMENTS | LEO BROKERAGE, LLC | KMR FINANCIAL GROUP | KMR FINANCIAL | INVESTMENT AND ASSET PLANNING | HUTTO RETIREMENT ADVISORS, LLC | DARYL CURTIS WEALTHBUILDERS | CORPORATE PENSIONS COMPANY | CORPORATE PENSIONS | BUTLER FREEMAN TALLY FINANCIAL GROUP, LLC | BUTLER FREEMAN TALLY FINANCIAL GROUP | BFT FINANCIAL GROUP, LLC

CRD#: 109121 / SEC#: 801-57022, 8-53487

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
860 Airport Freeway, Suite 402, Hurst, TX 76054
Mailing Address
860 Airport Freeway, Suite 402, Hurst, TX 76054
Phone number
(817) 354-1090
Established
Texas since 01/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

BFT FINANCIAL WRAP ACCOUNT BROCHURE (8/12/2021)

Direct owners and executive officers


NamePositionCRD#
LEO CAPITAL CORP.OWNER
GOODIN, DIANE MARIEFINOP3117840
TALLY, STEPHEN DALLASCHIEF COMPLIANCE OFFICER3223264

Disclosures


Regulatory Event2

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 BROKERAGE, LLC

CRD#: 109121

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