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Tanglewood Legacy Advisors, LLC CRD 127289
$809M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Riverway, Suite 1550, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Kingwood | TX | 07/2010 | 04/2018 |
| Raymond James Financial Services Advisors Inc. | Kingwood | TX | 06/2016 | 04/2018 |
| Clarus Wealth Group | Kingwood | TX | 07/2016 | 04/2018 |
| Tanglewood Legacy Advisors, Llc | Houston | TX | 04/2018 | Present |
KW WEALTH LLC. NOT INVESTMENT RELATED. KINGWOOD, TX. STARTED:02/2017. 0 HRS PER MONTH. SUPPORT COMPANY FOR LEASE AND OFFICE EXPENSES. OWNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-14 |
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