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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 | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanglewood Legacy Advisors, Llc | Houston | TX | 03/2026 | Present |
| At&T | Dallas | TX | 10/2024 | 03/2026 |
| University Of Texas At Dallas | Dallas | TX | 05/2016 | 01/2017 |
| Morgan Stanley | Dallas | TX | 01/2017 | 10/2018 |
| Wells Fargo Advisor | Dallas | TX | 10/2018 | 07/2021 |
| Fisher Investments | Plano | TX | 12/2023 | 10/2024 |
| Carbonifera San Benito | Trujillo | 07/2021 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S66 | Uniform Combined State Law Examination | 2017-11-25 |
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