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17250 Dallas Parkway, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacytexas Wealth Advisors, Llc | Plano | TX | 01/2006 | Present |
MR. JEFFERSON AT TIMES WILL SERVE AS ADJUNCT PROFESSOR AT SOUTHERN METHODIST UNIVERSTIY, 6425 BOAZ LANE DALLAS, TEXAS 75205. HE IS ALSO A LICENSED INSURANCE AGENT FOR VARIOUS INSURANCE PROVIDERS. HE SPENDS LESS THAN 10 HOURS A MONTH IN THESE CAPACITIES. THESE RELATED ACTIVITIES ARE RARELY CONDUCTED DURING MARKET TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-07 |
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