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John Paul Wilkinson

Trinity Legacy Partners, LLC

Houston, TX

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Current Employers
Trinity Legacy Partners, Llc

24 Greenway Plaza Suite 546, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-12-05
  • TX RA
    APPROVED
    Since 2011-12-05

Branch Locations

24 Greenway Plaza Suite 546, Houston, TX 77046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Legacy Partners, Llc Houston TX 09/2011 Present
Previous Registrations
  • 2010-07-08 → 2011-12-31
    Select Asset Management, Llc
    Houston, TX
  • 2003-07-24 → 2006-02-16
    Banc Of America Investment Services, Inc.
    Houston, TX
Other Businesses

1.Major League Baseball; non-investment related; professional baseball; official scorer at selected Houston Astros home baseball games; start date: 4/2001. Hours/month devoted: 16 during baseball season; none during trading. 2.Houston Rockets Basketball Club; non-investment related; professional basketball; official statistician at selected Houston Rockets home basketball games; start date: 1/1995; Hours/month devoted: 16 during basketball season; none during trading hours; serve as official statistician during selected Houston Rockets home basketball games. 3.University of Houston Honors College Advisory Board; non-investment related, 2 hours per month not during trading hours. 4.Member, Houston Cougar Foundation; non-investment related; 5 hours per month not during trading hours. 5.Member, University of Houston C.T. Bauer College of Business Advisory Board; non-investment related; 5 hours per month not during trading hours. 6.Member, Cougar Investment Fund, LLC Board of Managers; University of Houston C.T. Bauer College of Business; investment related, 5 hours per quarter not during trading hours. 7.Member, Dornoch Schield, LLC, not investment related, 0 hours per month 8. Owner, Trinity Legacy Alternative Strategies, LLC, a wholly owned subsidiary of Trinity Legacy Partners, LLC. Trinity Legacy Alternative Strategies, LLC is the General Partner of Trinity Legacy Dynamic Options Fund I, LP., investment related, approximately 25 hours per month. 9. Member, CHRISTUS Foundation Advisory Board and Investment Committee; non-investment related, 3 hours per month. This activity does not create a conflict of interest with the Adviser. 10. Member, Texas Golf Association Board of Directors, non-investment related, 5 hours per quarter not during trading hours. This activity does not create a conflict of interest with the Adviser.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-30
S66 Uniform Combined State Law Examination 2003-07-22
S63 Uniform Securities Agent State Law Examination 2001-04-18
  • S65 Uniform Investment Adviser Law Examination
    2010-06-30
  • S66 Uniform Combined State Law Examination
    2003-07-22
  • S63 Uniform Securities Agent State Law Examination
    2001-04-18
Other Names
  • Trey Wilkinson
  • John Paul Wilkinson

View on SEC IAPD

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