Sean P. Weaver

ONE XVI WEALTH

Southlake, TX 76092

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CRD#: 4796739

Professional summary

Sean Paul Weaver, CFP® is a registered financial advisor currently at ONE XVI WEALTH located in Southlake, Texas.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sean has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

Name: Strategic Financial Concepts (formerly FWPAM) Investment Related: Yes Address: 901 NE Loop 410, Suite 100, San Antonio, Texas 78209 Nature: Registered Investment Adviser Title: Investment Adviser Representative Start Date: 10/2011 Approximate number of hours/month: 80 Hours per month Hours/month during securities trading: 80 Hours per month Duties: Provide investment advisory services through Strategic Financial Concepts. Name: One XVI Holdings, LLC Investment-related: No Address: 109 Inverness Drive Trophy Club, TX 76262 Position: Manager Start date: 01/03/2022 Hours per month: 5 or less Hours during trading: None, all activities are conducted outside of trading hours Duties: Bookkeeping and bill payments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Paul Weaver's 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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 5, 2024 - Present

ONE XVI WEALTH

Office #1: 1560 E Southlake Blvd. Suite 100, Southlake, TX 76092

RIA

CRD#: 329940

Southlake, TX

Past

February 6, 2019 - October 29, 2024

STRATEGIC FINANCIAL CONCEPTS, LLC

RIA

CRD#: 141849

Southlake, TX

Past

October 4, 2011 - December 31, 2019

LPL FINANCIAL LLC

CRD#: 6413

SOUTHLAKE, TX

Past

November 11, 2010 - March 21, 2019

WWK WEALTH ADVISORS

RIA

CRD#: 146832

FORT WORTH, TX

Past

November 2, 2007 - December 3, 2010

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

SOUTHLAKE, TX

Past

October 31, 2007 - December 3, 2010

HILLTOP SECURITIES INC.

CRD#: 6220

SOUTHLAKE, TX

Past

March 2, 2007 - November 1, 2007

FIRST MIDAMERICA INVESTMENT CORPORATION

RIA

CRD#: 104476

FORT WORTH, TX

Past

March 2, 2007 - November 1, 2007

FIRST MIDAMERICA INVESTMENT CORPORATION

CRD#: 104476

FORT WORTH, TX

Past

February 15, 2005 - March 9, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

FT WORTH, TX

Past

October 6, 2004 - March 9, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

FT WORTH, TX

Past

July 7, 2004 - September 29, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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.

Highlighted states indicate IAR registrations

IAR

Texas
(4/5/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/28/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2004

General Securities Representative Examination

Current Firm

ONE XVI WEALTH

ONE XVI WEALTH | ONE XVI WEALTH, LLC

CRD#: 329940 / SEC#:

Texas

Registered Investment Advisory firm - (4/5/2024 Approved)

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Contact information

Main Address

1560 E Southlake Blvd. Suite 100, Southlake, TX 76092

Mailing Address

Phone number

(817) 753-0018

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 42,558,126

Red Flags

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

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Firm Stability Insights

Sean P. Weaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Paul Weaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC FINANCIAL CONCEPTS, LLC

LPL FINANCIAL LLC

WWK WEALTH ADVISORS

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

FIRST MIDAMERICA INVESTMENT CORPORATION

FIRST MIDAMERICA INVESTMENT CORPORATION

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2005

Series 63

Date: 7/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2004

Current Firm

ONE XVI WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE XVI WEALTH

TRUST BUT VERIFY

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