Randall W. Sloan
Professional summary
Randall W Sloan, who also goes by Randall Wayne Sloan, is a registered financial advisor currently at THIRTEEN TWENTY-TWO ADVISORS located in Fort Worth, Texas and LPL FINANCIAL LLC located in Ft. Worth, Texas.
Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Randall has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randall W Sloan's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2026 - Present
THIRTEEN TWENTY-TWO ADVISORS
Office #1: 1200 Summit Ave Suite 502, Fort Worth, TX 76102January 14, 2026 - Present
LPL FINANCIAL LLC
Office #1: 1200 Summit Ave Ste 502, Ft. Worth, TX 76102February 29, 2024 - January 15, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 29, 2024 - January 15, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 22, 2023 - February 21, 2024
THRIVENT INVESTMENT MANAGEMENT INC.
August 1, 2023 - February 21, 2024
THRIVENT INVESTMENT MANAGEMENT INC.
July 17, 2023 - August 1, 2023
CHARLES SCHWAB & CO., INC.
March 26, 2022 - August 1, 2023
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/15/2026)
(1/14/2026)
(1/14/2026)
Exams
Series 7TO
Date: 3/25/2022
General Securities Representative ExaminationFINRA
Current Firm
THIRTEEN TWENTY-TWO ADVISORS
CRD#: 339326 / SEC#: 801-135085
Contact information
SEC notice filing (4 States and Territories)
Red Flags
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