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Campbell Stuart Gibson

Trinity Legacy Partners, LLC

Houston, TX

CRD 7998314

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Employer firm

Trinity Legacy Partners, LLC CRD 159179

$521M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Trinity Legacy Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-30
  • TX RA
    APPROVED
    Since 2024-10-30

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 07/2024 Present
University Of Houston Houston TX 08/2022 12/2024
Rice University Houston TX 01/2018 05/2022
Glendmond College Perth 08/2012 12/2017
  • 07/2024 → Present
    Trinity Legacy Partners, Llc
    Houston, TX
  • 08/2022 → 12/2024
    University Of Houston
    Houston, TX
  • 01/2018 → 05/2022
    Rice University
    Houston, TX
  • 08/2012 → 12/2017
    Glendmond College
    Perth
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-29
  • S65 Uniform Investment Adviser Law Examination
    2024-10-29

View on SEC IAPD

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