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Alison Marie Mills

Trinity Legacy Partners, LLC

Houston, TX

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Current Employers
Trinity Legacy Partners, Llc

24 Greenway Plaza Suite 546, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-26
  • TX RA
    APPROVED
    Since 2019-09-26

Branch Locations

24 Greenway Plaza Suite 546, Houston, TX 77046 • 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 Legacy Partners, Llc Houston TX 09/2018 10/2021
University Of Houston Bauer College Of Business Houston TX 01/2018 05/2019
Bank Of Texas Houston TX 05/2018 08/2018
University Of Houston Bauer College Of Business Houston TX 08/2018 05/2019
University Of South Carolina Columbia SC 08/2014 12/2017
Peachtree Capital Houston TX 06/2017 08/2017
Trinity Legacy Partners, Llc Houston TX 10/2021 11/2023
Trinity Legacy Partners, Llc Houston TX 11/2023 Present
  • 09/2018 → 10/2021
    Trinity Legacy Partners, Llc
    Houston, TX
  • 01/2018 → 05/2019
    University Of Houston Bauer College Of Business
    Houston, TX
  • 05/2018 → 08/2018
    Bank Of Texas
    Houston, TX
  • 08/2018 → 05/2019
    University Of Houston Bauer College Of Business
    Houston, TX
  • 08/2014 → 12/2017
    University Of South Carolina
    Columbia, SC
  • 06/2017 → 08/2017
    Peachtree Capital
    Houston, TX
  • 10/2021 → 11/2023
    Trinity Legacy Partners, Llc
    Houston, TX
  • 11/2023 → Present
    Trinity Legacy Partners, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-23
  • S65 Uniform Investment Adviser Law Examination
    2019-09-23
Designations
Other Names
  • Ali Mills

View on SEC IAPD

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