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Patrick Jay Stuhr

Legacy 401K Partners, LLC

Grapevine, TX

CRD 4175974

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Employer firm

Legacy 401K Partners, LLC CRD 181525

19 advisory clients

Reported services (Item 5G)

  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Legacy 401K Partners, Llc

1785 State Hwy 26 Suite 200, Grapevine, TX 76051 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-08-10
  • TX RA
    APPROVED
    Since 2015-08-10

Branch Locations

1785 State Hwy 26 Suite 200, Grapevine, TX 76051 • 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
Legacy 401K Partners, Llc Grapevine TX 06/2015 Present
Previous Registrations
  • 2013-04-05 → 2015-08-05
    Isc Advisors, Inc.
    Dallas, TX
  • 2010-03-01 → 2013-12-31
    Institutional Securities Corporation
    Keller, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Bedford, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-25
S63 Uniform Securities Agent State Law Examination 2001-02-15
  • S66 Uniform Combined State Law Examination
    2010-02-25
  • S63 Uniform Securities Agent State Law Examination
    2001-02-15

View on SEC IAPD

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