Zaphrey Williams has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Zaphrey Williams’ longest registration was 17 years at BFT Financial Group, LLC (2004–2022). Before joining LEO Wealth Americas in 2026, Zaphrey Williams was registered through Leo Wealth, LLC and BFT Financial Group, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearHurst, TX · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · 4 yearsEdison, NJ · Adviser representative · Firm CRD 283891
- BFT Financial Group, LLC– · 17 yearsHurst, TX · Adviser representative · Firm CRD 109121
- First Midwest Securities, Inc.– · under a yearGrand Prairie, TX · Adviser representative · Firm CRD 21786
- Waddell & Reed, Inc.– · 6 yearsDallas, TX · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Zaphrey Williams is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 20 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 January 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Zaphrey Llwellyn Williams
- CRD
- 2443743
- Firm
- LEO Wealth Americas · CRD 338799
- Office
- 860 AIRPORT FREEWAY, SUITE 402, Hurst, TX 76054
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zaphrey Williams work?
Zaphrey Williams is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zaphrey Williams a financial advisor?
Yes. Zaphrey Williams has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Zaphrey Williams have?
Zaphrey Williams has 32 years in the financial industry, since July 1994, across 5 adviser firms.
What exams has Zaphrey Williams passed?
Zaphrey Williams has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in January 1994. FINRA credited Zaphrey Williams with the SIE, which began in October 2018.
Where did Zaphrey Williams work before LEO Wealth Americas?
Before LEO Wealth Americas, Zaphrey Williams was registered through BFT Financial Group, LLC, June 2004 to January 2022; First Midwest Securities, Inc., April 2004 to June 2004; Waddell & Reed, Inc., November 1997 to April 2004.
Where is Zaphrey Williams based?
Zaphrey Williams’ registered office is in Hurst, TX.
Is Zaphrey Williams registered with FINRA?
Yes. Zaphrey Williams has a current broker registration, under CRD 2443743.
Source: FINRA BrokerCheck
How can I verify Zaphrey Williams’ record?
Search CRD 2443743 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zaphrey Williams’ full registration record.
