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Max William May

Trinity Portfolio Advisors, LLC

Southlake, TX

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Current Employers
Trinity Portfolio Advisors, Llc

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2023-03-31
  • SC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2023-03-31

Branch Locations

121 Countryside Court Suite 140, Southlake, TX 76092 • 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 Portfolio Advisors Southlake TX 06/2022 Present
Clemson University Clemson SC 08/2018 05/2022
N/A Clemson SC 08/2012 05/2018
  • 06/2022 → Present
    Trinity Portfolio Advisors
    Southlake, TX
  • 08/2018 → 05/2022
    Clemson University
    Clemson, SC
  • 08/2012 → 05/2018
    N/A
    Clemson, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-31
  • S65 Uniform Investment Adviser Law Examination
    2023-03-31

View on SEC IAPD

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RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
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