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Current Employers
Bluegrass Legacy Planning

118 W Olive St, Keller, TX 76248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-19
  • TX RA
    APPROVED
    Since 2025-08-19

Branch Locations

118 W Olive St, Keller, TX 76248 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

600 West Broadway Suite 3200, San Diego, CA 92101 • United States

118 W Olive Street, Keller, TX 76248 • 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
Edward Jones St Louis MO 12/2014 10/2020
B.RIley Wealth Management, Inc. Dba Bluegrass Legacy Group Memphis TN 10/2020 05/2022
Osaic Dba Bluegrass Legacy Group Keller TX 05/2022 05/2025
Commonwealth Dba Bluegrass Legacy Group San Diego CA 05/2025 Present
Bluegrass Legacy Group Keller TX 10/2020 Present
Bluegrass Legacy Planning Keller TX 04/2025 Present
  • 12/2014 → 10/2020
    St Louis, MO
  • 10/2020 → 05/2022
    B.RIley Wealth Management, Inc. Dba Bluegrass Legacy Group
    Memphis, TN
  • 05/2022 → 05/2025
    Osaic Dba Bluegrass Legacy Group
    Keller, TX
  • 05/2025 → Present
    Commonwealth Dba Bluegrass Legacy Group
    San Diego, CA
  • 10/2020 → Present
    Bluegrass Legacy Group
    Keller, TX
  • 04/2025 → Present
    Keller, TX
Previous Registrations
  • 2022-05-06 → 2025-05-28
    Keller, TX
    Atlanta, GA
  • 2020-10-15 → 2022-05-09
    B. Riley Wealth Management
    Keller, TX
    Memphis, TN
    Keller, TX
  • 2015-01-26 → 2020-10-16
    Colleyville, TX
    Keller, TX
    Keller, TX
    St Louis, MO
    Colleyville, TX
Other Businesses

1. Co-owner, Bluegrass Legacy Holdings, LLC; an entity created for the purpose of owning real estate at 118 W Olive St, Keller, TX 76248; 1% time spent during business hours; Conducted at branch; Not investment related. 2. Founder, Driftwood Games; board game design and sales; Located in Keller, TX, as of 1/01/2009; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Co-Founder, Equip Your Marriage; marriage coaching; Located in Keller, TX, as of 1/01/2014; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Fixed insurance sales; as of 5/22/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 5. Owner, Bluegrass Legacy Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/15/2020; % time spent during business hours; Conducted at branch; Investment related. 6. Co-owner, Bluegrass Legacy Planning, LLC; a private entity established as an RIA; as of 4/01/2025; 12% time spent during business hours; Conducted at branch; Investment related. 7. Author for book, Service Oriented Architecture Field Guide for Execs; Located in Keller, TX; as of 1/01/2016; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 8. Author for book, The Phoenix Marriage; Located in Keller, TX; as of 1/01/2014; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 9. Author of book, "Legends Don't Retire"; Located in Keller, TX, as of 1/01/2022; 5% of time spent during business hours; Not conducted at branch location; Not investment related. 10. Speaker, Gabhart Enterprises; Nature of Business: Book royalties, game design royalties, public speaking fees, and workshop fees; Located in Keller, TX, as of 1/01/2010; 3% of time spent during business hours; Not conducted at branch location; Not investment related. 11. F3 Alliance Foundation- - Role: Founder and Chair of the Board. -Nature of Business: Non-profit focused on promoting healthy living and developing local community leaders. -Hours Per Week: 2 -Full Address: 713 Gentle Wind Dr, Keller, TX 76248 -Investment Related: No 12. Author of book, "The Canteen: Abandon Self-Sufficiency and Fully Rely on God"; Located in Keller, TX 76248, as of 08/12/2025; 5% time spent during business hours; Not conducted at branch location; Not investment related. 13. Owner of rental property located in Fort Worth, TX, as of 07/10/2025; 0% of time spent during business hours; Not conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-23
  • S66 Uniform Combined State Law Examination
    2015-01-23
Other Names
  • Kyle Gabhart
  • Robert Lewis Gabhart

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