Best Investors
Account
Sign in
Bluegrass Legacy Planning CRD 336386
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
118 W Olive St, Keller, TX 76248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
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
118 W Olive Street, Keller, TX 76248 • United States
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 08/2021 |
| City Of Grapevine | Grapevine | TX | 05/2014 | 09/2016 |
| City Of Grapevine | Grapevine | TX | 05/2017 | 09/2017 |
| City Of Grapevine | Grapevine | TX | 05/2018 | 09/2018 |
| Verizon Communications Inc. | Tulsa | OK | 06/2018 | 08/2018 |
| Full-Time Education | Southlake | TX | 04/2015 | 05/2019 |
| Charles Schwab | Westlake | TX | 09/2021 | 03/2023 |
| Triad Advisors Llc | Norcross | GA | 03/2023 | 08/2024 |
| Osaic Dba Bluegrass Legacy Group | Keller | TX | 03/2023 | 05/2025 |
| Commonwealth Dba Bluegrass Legacy Group | San Diego | CA | 05/2025 | Present |
| Bluegrass Legacy Planning | Keller | TX | 06/2025 | Present |
Fixed insurance sales; as of 5/22/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-03 |
Reach out to this advisor