WFG Advisors, LP

Member Case
Lead case is: 3:17-bk-33578

Texas Northern Bankruptcy Court
Chapter 11
Judge:Harlin Dewayne Hale
Case #: 3:17-bk-33581
Case Filed:Sep 24, 2017
Terminated:Mar 28, 2019

TypeCorporation
Tax IDsubscribers only
# of Creditors1-49
Est. Assets$1,000,001 to $10 million
Est. Liabilities $1,000,001 to $10 million
Nature of Business Other
Nature of Debts Primarily Business

Debtor
WFG Advisors, LP
Akerman LLP 2001 Ross Ave., Ste 3600
Dallas, TX 75201
Represented By
David William Parham
Akerman LLP
contact info
Last checked: never
U.S. Trustee
United States Trustee
1100 Commerce Street Room 976
Dallas, TX 75242


Docket last updated: 02/21/2025 7:45 PM CST
Thursday, March 28, 2019
48 48 order Final decree Thu 03/28 11:59 AM
Order granting motion for final decree Related [+] (Case closed) Entered on 3/28/2019. (Blanco, J.)
Related: [-] 46
Thursday, March 21, 2019
47 47 misc Certificate (generic) Thu 03/21 6:40 PM
Certificate of No Objection filed by Trustee Dennis S. Faulkner Related [+]. (Marshall, Joe)
Related: [-] 46 Motion for final decree for WFG Advisors, LP
Thursday, February 28, 2019
46 46 motion Final decree Thu 02/28 2:19 PM
Motion for final decree for WFG Advisors, LP Filed by Trustee Dennis S. Faulkner Objections due by 3/21/2019. (Marshall, Joe)
Related: [-]
Att: 1 Service List
Att: 2 Proposed Order
Tuesday, January 22, 2019
45 45 notice Notice (generic) Tue 01/22 1:18 PM
Notice of Filing of Amended Exhibits A and B filed by Trustee Dennis S. Faulkner Related [+]. (Marshall, Joe)
Related: [-] 44 Order on motion to strike amendments to debtors' schedules and objections to intercompany claims(document36 ) motion to strike(regarding document:36 Motion to strike (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL.) Entered on 11/16/2018.
Att: 1 Exhibit
Att: 2 Exhibit
Tuesday, November 20, 2018
court Hearing not held Tue 11/20 2:03 PM
Hearing NOT held on 11/20/2018. Related [+] (AGREED ORDER ENTERED.) (Green, Shanette)
Related: [-] 36 Motion to strike MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) Filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. Objections due by 7/6/2018. (Van Horn, Eric) Modified text on 6/15/2018 (Bergreen, J.).
Friday, November 16, 2018
44 44 order Strike document Fri 11/16 5:28 PM
Order on motion to strike amendments to debtors' schedules and objections to intercompany claims(document #36 ) motion to strik Related [+] Entered on 11/16/2018. (Whitaker, Sheniqua)
Related: [-] garding document:36 Motion to strike (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL.
Friday, September 14, 2018
43 43 misc Certificate of service Fri 09/14 1:28 PM
Certificate of service re: Notice of Hearing on the (I) Motion to Strike Schedules; and (II) Objection to Intercompany Claims filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. Related [+]. (Van Horn, Eric)
Related: [-] 36 Motion to strike (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS ,37 Support/supplemental document
Att: 1 Service List
Friday, September 07, 2018
42 42 notice Notice of hearing Fri 09/07 2:28 PM
Notice of hearing filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. Related [+]. Hearing to be held on 11/20/2018 at 01:30 PM Dallas Judge Hale Ctrm for37 and for36 , (Van Horn, Eric)
Related: [-] 36 Motion to strike MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) Filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. Objections due by 7/6/2018. (Van Horn, Eric) Modified text on 6/15/2018 (Bergreen, J.).,37 Objection (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. (Van Horn, Eric) Modified text on 6/15/2018 (Bergreen, J.).
Tuesday, July 31, 2018
41 41 answer Response to objection to claim Tue 07/31 9:34 PM
Response opposed to Related [+] filed by Creditor Jones Claimants. (Jones, Erin) Filed by Creditor Jones Claimants. (Jones, Erin)
Related: [-] 19 Objection to claim filed by Debtor WFG Advisors, LP,20 Objection to claim filed by Debtor WFG Advisors, LP,21 Objection to claim filed by Debtor WFG Advisors, LP,22 Objection to claim filed by Debtor WFG Advisors, LP,23 Objection to claim filed by Debtor WFG Advisors, LP,24 Objection to claim filed by Debtor WFG Advisors, LP,26 Objection to claim filed by Debtor WFG Advisors, LP,27 Objection to claim filed by Debtor WFG Advisors, LP,28 Objection to claim filed by Debtor WFG Advisors, LP19 Objection to claim(s) 21 of Creditor(s) Robert H. Cooper and Dana Cooper.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,20 Objection to claim(s) 20 of Creditor(s) Michael Edge and Sherry Edge.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,21 Objection to claim(s) 31 of Creditor(s) Michael Edge and Sherry Edge.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,22 Objection to claim(s) 15 of Creditor(s) Edward A. Fly and Amanda Fly.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,23 Objection to claim(s) 17 of Creditor(s) Lynn Gibbs and Lina Gibbs.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,24 Objection to claim(s) 14 of Creditor(s) Shirley Jones.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,26 Objection to claim(s) 27 of Creditor(s) James D. Reynolds and Leila M. Reynolds.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,27 Objection to claim(s) 28 of Creditor(s) Alexander A. Travieso.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP,28 Objection to claim(s) 23 of Creditor(s) Robert Tyler and Donnella Tyler.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Attachments: # 1 Proposed Order) filed by Debtor WFG Advisors, LP
Friday, July 20, 2018
40 40 misc Operating report Fri 07/20 6:14 PM
Debtor-in-possession monthly operating report for filing period June 1, 2018 to June 30, 2018 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Monday, June 25, 2018
39 39 misc Operating report Mon 06/25 7:25 PM
Debtor-in-possession monthly operating report for filing period May 1, 2018 to May 31, 2018 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Tuesday, June 19, 2018
38 38 25 pgs order Order (generic) Tue 06/19 9:03 AM
Order Confirming Chapter 11 Plan. Entered on 6/19/2018 (Banks, Courtney)
Related: [-]
Friday, June 15, 2018
37 37 misc Support/supplemental document Fri 06/15 11:55 AM
Support/supplemental document MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. Related [+]. (Van Horn, Eric)
Related: [-] 36 Motion to strike (related document(s):17 Schedules filed by Debtor WFG Advisors, LP) MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS
36 36 motion Strike document Fri 06/15 11:54 AM
Motion to strike Related [+] MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS Filed by Creditor WTW INVESTMENT COMPANY, LTD., ET. AL. Objections due by 7/6/2018. (Van Horn, Eric)
Related: [-] 17 Schedules filed by Debtor WFG Advisors, LP
Tuesday, May 22, 2018
35 35 misc Operating report Tue 05/22 1:06 PM
Debtor-in-possession monthly operating report for filing period April 1, 2018 to April 30, 2018 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Thursday, May 10, 2018
34 34 misc Certificate of service Thu 05/10 6:04 PM
Certificate of service re: WFG Advisors, LP.'s Amended First Omnibus Objection to Duplicate Claims filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 32 Objection to claim
Wednesday, May 09, 2018
33 33 misc Certificate of service Wed 05/09 6:43 PM
Certificate of service re: WFG Advisors, LP.'s First Omnibus Objection to Duplicate Claims filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 31 Objection to claim
32 32 claims Objection to claim Wed 05/09 1:14 PM
AmendedOmnibus Objection to claim(s) 5,6,7,8,9,10,11,12,13,18,19,22,24,26,29,30,32,33,34,35,36,37,38,39,40,41,42,43,44 of Creditor(s) First Omnibus Duplicate Claims.. Filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 31 Omnibus Objection to claim(s) 5,6,7,8,9,10,11,12,13,18,19,22,24,26,29,30,32,33,34,35,36,37,38,39,40,41,42,43,44 of Creditor(s) First Omnibus Objection to Duplicate Claims.. Filed by Debtor WFG Advisors, LP. Responses due by 6/7/2018. filed by Debtor WFG Advisors, LP
Tuesday, May 08, 2018
31 31 claims Objection to claim Tue 05/08 3:00 PM
Omnibus Objection to claim(s) 5,6,7,8,9,10,11,12,13,18,19,22,24,26,29,30,32,33,34,35,36,37,38,39,40,41,42,43,44 of Creditor(s) First Omnibus Objection to Duplicate Claims.. Filed by Debtor WFG Advisors, LP. Responses due by 6/7/2018. (Parham, David)
Related: [-]
Monday, May 07, 2018
30 30 misc Certificate of service Mon 05/07 6:46 PM
Certificate of service re: Debtor's Objections to Claims filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 19 Objection to claim,20 Objection to claim,21 Objection to claim,22 Objection to claim,23 Objection to claim,24 Objection to claim,25 Objection to claim,26 Objection to claim,27 Objection to claim,28 Objection to claim,29 Objection to claim
Friday, May 04, 2018
29 29 claims Objection to claim Fri 05/04 2:52 PM
Objection to claim(s) 16 of Creditor(s) William Vidaud and Aileen Vidaud.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
28 28 claims Objection to claim Fri 05/04 2:49 PM
Objection to claim(s) 23 of Creditor(s) Robert Tyler and Donnella Tyler.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
27 27 claims Objection to claim Fri 05/04 2:46 PM
Objection to claim(s) 28 of Creditor(s) Alexander A. Travieso.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
26 26 claims Objection to claim Fri 05/04 2:38 PM
Objection to claim(s) 27 of Creditor(s) James D. Reynolds and Leila M. Reynolds.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
25 25 claims Objection to claim Fri 05/04 2:35 PM
Objection to claim(s) 25 of Creditor(s) Trent and Patricia McDaniel.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
24 24 claims Objection to claim Fri 05/04 2:30 PM
Objection to claim(s) 14 of Creditor(s) Shirley Jones.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
23 23 claims Objection to claim Fri 05/04 2:26 PM
Objection to claim(s) 17 of Creditor(s) Lynn Gibbs and Lina Gibbs.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
22 22 claims Objection to claim Fri 05/04 2:23 PM
Objection to claim(s) 15 of Creditor(s) Edward A. Fly and Amanda Fly.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
21 21 claims Objection to claim Fri 05/04 2:17 PM
Objection to claim(s) 31 of Creditor(s) Michael Edge and Sherry Edge.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
20 20 claims Objection to claim Fri 05/04 2:12 PM
Objection to claim(s) 20 of Creditor(s) Michael Edge and Sherry Edge.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
19 19 claims Objection to claim Fri 05/04 2:04 PM
Objection to claim(s) 21 of Creditor(s) Robert H. Cooper and Dana Cooper.. Filed by Debtor WFG Advisors, LP. Responses due by 6/4/2018. (Parham, David)
Related: [-]
Att: 1 Proposed Order
Monday, April 23, 2018
18 18 misc Operating report Mon 04/23 7:13 PM
Debtor-in-possession monthly operating report for filing period March 1, 2018 to March 31, 2018 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Tuesday, March 20, 2018
17 17 misc Schedules Tue 03/20 7:20 PM
Amended Schedules: E/F, (Adding additional creditor or creditors) fee Amount $31. Filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
16 16 misc Operating report Tue 03/20 6:44 PM
Debtor-in-possession monthly operating report for filing period February 1, 2018 to February 28, 2018 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
crditcrd none Tue 03/20 7:23 PM
Receipt of filing fee for Schedules 17-33581 hdh11) [misc,schedall] ( 31.00). Receipt number 24934658, amount $ 31.00 Related [+]. (U.S. Treasury)
Related: [-] Doc#17
Wednesday, February 21, 2018
15 15 misc Operating report Wed 02/21 5:38 AM
Debtor-in-possession monthly operating report for filing period January 1, 2018 to January 31, 2018 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Tuesday, February 13, 2018
14 14 claims Withdrawal of claim Tue 02/13 1:06 PM
Withdrawal of claim(s): 3,4 Filed by Attorney McCathern, PLLC. (Van Horn, Eric)
Related: [-]
Tuesday, January 23, 2018
13 13 misc Operating report Tue 01/23 2:36 PM
Debtor-in-possession monthly operating report for filing period December 1, 2017 to December 31, 2017 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Tuesday, December 19, 2017
12 12 misc Operating report Tue 12/19 5:31 PM
Debtor-in-possession monthly operating report for filing period November 1, 2017 to November 30, 2017 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Tuesday, November 28, 2017
11 11 misc Operating report Tue 11/28 4:49 PM
Debtor-in-possession monthly operating report for filing period September 24, 2017 to October 31, 2017 filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Monday, November 27, 2017
10 10 misc Certificate of service Mon 11/27 5:52 PM
Certificate of service re: Schedules A/B and D-H with Summary of Assets and Liabilities for WFG Advisors, LP.; and the Order Establishing Deadlines for Filing Proofs of Claims and Proofs of Interest and Approving the Form and Manner of Notice Thereof, in Case No. 17-3378 In re Williams Financial Group, Inc., et al. filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 9 Schedules
Att: 1 Exhibit A - Service List
Friday, November 24, 2017
9 9 misc Schedules Fri 11/24 7:18 AM
Schedules: Schedules A/B and D-H with Summary of Assets and Liabilities. Filed by Debtor WFG Advisors, LP. (Parham, David)
Related: [-]
Tuesday, October 10, 2017
8 8 misc Statement of financial affairs Tue 10/10 9:48 PM
Statement of financial affairs for a non-individual . Filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 3 Notice of deficiency
7 7 misc Schedules Tue 10/10 9:47 PM
Schedules: Schedules A/B and D-H with Summary of Assets and Liabilities. Filed by Debtor WFG Advisors, LP Related [+]. (Parham, David)
Related: [-] 3 Notice of deficiency
Friday, September 29, 2017
6 6 misc Declaration Fri 09/29 11:50 AM
Declaration re: Electronic Filing of Bankruptcy Petition and Master Mailing List (Matrix) filed by Debtor WFG Advisors, LP Related [+]. (Lawrence, Scott)
Related: [-] 1 Voluntary petition (chapter 11)
Thursday, September 28, 2017
5 5 order Joint administration Thu 09/28 11:04 AM
Order granting motion for joint administration lead case 3:17-bk-33578 with member case 3:17-bk-33581 Related [+]
Related: [-] 2 . All original pleadings shall be captioned as set out above and all original docketentries shall be made in the case of Williams Financial Group, Inc., Case No. 17-33578 All proofs of claim shall be filed under the case number representing the Debtors' estates against which the claim is made. Entered on 9/28/2017. (Banks, Courtney
Wednesday, September 27, 2017
4 4 court BNC certificate of mailing Wed 09/27 11:37 PM
BNC certificate of mailing. Related [+] No. of Notices: 1. Notice Date 09/27/2017. (Admin.)
Related: [-] 3 Notice of deficiency for Schedule A/B due 10/10/2017. Schedule D due 10/10/2017. Schedule E/F due 10/10/2017. Schedule G due 10/10/2017. Schedule H due 10/10/2017. Summary of Assets and Liabilities and Certain Statistical Information due 10/10/2017. Statement of Financial Affairs due 10/10/2017. Creditor matrix PDF & Creditor upload due 9/27/2017.
Monday, September 25, 2017
3 3 court Notice of deficiency Mon 09/25 3:59 PM
Notice of deficiency for Schedule A/B due 10/10/2017. Schedule D due 10/10/2017. Schedule E/F due 10/10/2017. Schedule G due 10/10/2017. Schedule H due 10/10/2017. Summary of Assets and Liabilities and Certain Statistical Information due 10/10/2017. Statement of Financial Affairs due 10/10/2017. Creditor matrix PDF & Creditor upload due 9/27/2017. (Maldino, Mark)
Related: [-]
Sunday, September 24, 2017
2 2 motion Joint administration Sun 09/24 3:09 PM
Motion for joint administration of cases Williams Financial Group, Inc. 17-33578 , WFG Management Services, Inc. 17-33579 , WFG Investments, Inc. 17-33580 and WFG Advisors LP 17-33581 Filed by Debtor WFG Advisors, LP (Parham, David)
Related: [-]
Att: 1 Proposed Order
1 1 16 pgs misc Voluntary petition ch 11 (attorney filer) Sun 09/24 2:05 PM
Non-individual Chapter 11 Voluntary Petition. Fee Amount $1717 Filed by WFG Advisors, LP (Parham, David)
Related: [-]
crditcrd none Sun 09/24 2:06 PM
Receipt of filing fee for Voluntary petition (chapter 11) 17-33581 11) [misc,volp11a] (1717.00). Receipt number 24242678, amount $1717.00 Related [+]. (U.S. Treasury)
Related: [-] Doc#1