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Employer firm

Bluegrass Legacy Planning CRD 336386

Reported services (Item 5G)

  • Financial planning
  • SUBSCRIPTION SERVICE

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

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

Hurst, TX • United States

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

600 West Broadway Suite 3200, San Diego, CA 92101 • 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 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
  • 06/2019 → 08/2021
    St Louis, MO
  • 05/2014 → 09/2016
    City Of Grapevine
    Grapevine, TX
  • 05/2017 → 09/2017
    City Of Grapevine
    Grapevine, TX
  • 05/2018 → 09/2018
    City Of Grapevine
    Grapevine, TX
  • 06/2018 → 08/2018
    Verizon Communications Inc.
    Tulsa, OK
  • 04/2015 → 05/2019
    Full-Time Education
    Southlake, TX
  • 09/2021 → 03/2023
    Charles Schwab
    Westlake, TX
  • 03/2023 → 08/2024
    Triad Advisors Llc
    Norcross, GA
  • 03/2023 → 05/2025
    Osaic Dba Bluegrass Legacy Group
    Keller, TX
  • 05/2025 → Present
    Commonwealth Dba Bluegrass Legacy Group
    San Diego, CA
  • 06/2025 → Present
    Keller, TX
Previous Registrations
Other Businesses

Fixed insurance sales; as of 5/22/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-03
  • S66 Uniform Combined State Law Examination
    2019-08-03
Designations
  • Certified Financial Planner
Other Names
  • Tyler Justin Wright
  • Tyler J Wright

View on SEC IAPD

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