Daniel Watkins

THIRTEEN TWENTY-TWO ADVISORS

Tyler, TX 75703

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CRD#: 7174100

Professional summary

Daniel Watkins is a registered financial advisor currently at THIRTEEN TWENTY-TWO ADVISORS located in Tyler, Texas and LPL FINANCIAL LLC located in Tyler, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Daniel Watkins'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

January 25, 2026 - Present

THIRTEEN TWENTY-TWO ADVISORS

Office #1: 1058 Asher Way Suite 100, Tyler, TX 75703

RIA

CRD#: 339326

Tyler, TX

Current

May 25, 2021 - Present

LPL FINANCIAL LLC

Office #1: 1058 Asher Way, Ste. 100, Tyler, TX 75703

RIA

CRD#: 6413

TYLER, TX

Past

May 25, 2021 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

November 26, 2019 - February 1, 2021

EDWARD JONES

RIA

CRD#: 250

TYLER, TX

Past

November 1, 2019 - February 1, 2021

EDWARD JONES

CRD#: 250

TYLER, TX

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

Alabama
(9/11/2023)

Arkansas
(6/23/2021)

California
(10/10/2022)

Louisiana
(10/10/2022)

Michigan
(2/25/2022)

North Carolina
(10/3/2022)

Texas
(5/25/2021)

IAR

Texas
(1/25/2026)

Virginia
(9/13/2021)

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

IAR

Series 66

Date: 11/22/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/7/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

THIRTEEN TWENTY-TWO ADVISORS

THIRTEEN TWENTY-TWO ADVISORS | THIRTEEN TWENTY-TWO ADVISORS, LLC

CRD#: 339326 / SEC#: 801-135085

RIA

Registered Investment Advisory firm - (1/5/2026 120-Day Approval)

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Contact information

Main Address

1200 Summit Ave Suite 502, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 484-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- THIRTEEN TWENTY-TWO ADVISORS (12/3/2025)

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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Daniel Watkins

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Watkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRTEEN TWENTY-TWO ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2019

Series 7TO

Date: 11/1/2019

SIE

Date: 10/7/2019

FINRA

Current Firm

THIRTEEN TWENTY-TWO ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

THIRTEEN TWENTY-TWO ADVISORS

TRUST BUT VERIFY

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