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Azure Sky Financial Life Planning, LLC CRD 310867
$15.2M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Burleson, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Consulting Group | Plano | TX | 10/2014 | 03/2020 |
| Perryman Securities, Inc. | Dallas | TX | 11/2014 | 03/2020 |
| Azure Sky Financial Life Planning, Llc | Burleson | TX | 07/2020 | Present |
| Unemployed | Burleson | TX | 04/2020 | 06/2020 |
| Origin Financial | Burleson | TX | 11/2021 | Present |
Azure Sky Financial Life Planning, LLC (CRD# 310867); Investment-related; Burleson, TX; Investment Adviser; CEO, Financial Life Planner, CCO, and Investment Adviser Representative; July 2020; Approx. 150 hours/month; Full-time: approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning. Origin Financial (CRD# 305353); Investment-related; 548 Market St. PMB 50966 San Francisco, CA 94104; Investment Adviser; Investment Adviser Representative; November 2021; Part-time: approx. 5-40 hours/month during trading hours; Provide investment advice and/or financial planning under an independent contractor relationship.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
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