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118 W Olive St, Keller, TX 76248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
118 W Olive St, Keller, TX 76248 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
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