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24 Greenway Plaza Suite 546, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-09-26 |
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 | 02/2014 | Present |
1. LIFETREE FINANCIAL, LLC. THE BUSINESS IS FINANCIAL PLANNING RELATED. THE ADDRESS IS 2010 WALNUT GREEN DRIVE, HOUSTON, TX 77062. THE NATURE OF THE BUSINESS IS PUBLISHING EDUCATIONAL MATERIAL ON FINANCIAL STEWARDSHIP. MY POSITION IS MANAGING MEMBER. THE BUSINESS WAS ESTABLISHED IN DECEMBER 2013. I WILL NOT BE DEVOTING TIME TO THIS DURING BUSINESS HOURS. MY DUTIES THAT WOULD BE RELATED TO THE OTHER BUSINESS WOULD INCLUDE WRITING, PUBLISHING, CONSULTING AND PUBLIC SPEAKING. 2. OWNER OF TRINITY LEGACY ALTERNATIVE STRATEGIES, LLC, A WHOLLY OWNED SUBSIDIARY OF TRINITY LEGACY PARTNERS, LLC. TRINITY LEGACY ALTERNATIVE STRATEGIES, LLC IS THE GENERAL PARTNER OF TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP., INVESTMENT RELATED, APPROXIMATELY 10 HOURS PER MONTH. 3. MR. BELL IS LICENSED BY THE TEXAS DEPARTMENT OF INSURANCE AS A GENERAL LINES AGENT FOR LIFE, ACCIDENT, HEALTH AND HMO. START DATE 2010. 0 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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