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Trinity Legacy Partners, LLC CRD 159179
$521M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Greenway Plaza Suite 546, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-26 |
Branch Locations
24 Greenway Plaza Suite 546, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-23 |
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