Micala Patschke

Employer firm

Legacy Capital CRD 332184

$273M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
• 01/2016 → 12/2018
  Texas A&M University
  College Station, TX
• 06/2016 → 09/2016
  Ruffalo Noel Levitz Call Center @ Tamu
  College Station, TX
• 06/2017 → 08/2017
  Merrill Lynch
  The Woodlands, TX
• 06/2018 → 08/2018
  Merrill Lynch
  The Woodlands, TX
• 08/2019 → 08/2024
  Main Street Financial Solutions, Llc
  The Woodlands, TX
• 08/2024 → Present
  Legacy Capital
  The Woodlands, TX

Previous Registrations

• 2022-11-21 → 2024-08-28
  Main Street Financial Solutions, Llc
  The Woodlands, TX
  Newtown, PA

Other Businesses

KAIROS HOME INVESTMENTS LLC; NON INVESTMENT-RELATED; 15327 EVERGREEN KNOLL LN, CYPRESS, TX 77433; RENTAL PROPERTY; PARTNER; 08/01/2023; 5 HRS/MONTH; 0 HRS/DURING TRADING HOURS; MANAGE TENANTS AND UPKEEP OF THE PROPERTY AND COMMUNICATE WITH SECTION 8 HOUSING.

Designations

• Certified Financial Planner

Other Names

• Micala Baskin
• Micala Layne Baskin
• Micala Layne Patschke