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Advisor at AZURE SKY FINANCIAL LIFE PLANNING, LLC
BURLESON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AZURE SKY FINANCIAL LIFE PLANNING, LLC | State registered | Oct 29, 2020 | n/a | yes | BURLESON, TX | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Dec 6, 2021 | Nov 21, 2025 | no | Burleson, TX|SARASOTA, FL | Previous registration |
| LEGACY CONSULTING GROUP | Independent wealth | Dec 2, 2014 | Apr 14, 2020 | no | PLANO, TX | Previous registration |
| HOWARD FINANCIAL SERVICES, LTD. | Independent wealth | Sep 4, 2013 | Jul 31, 2014 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | n/a | Nov 21, 2025 | n/a | n/a | Departure no registered destination | Departure |
| LEGACY CONSULTING GROUP | AZURE SKY FINANCIAL LIFE PLANNING, LLC | Apr 14, 2020 | Oct 29, 2020 | 198 | Firm change | RIA to state RIA |
| HOWARD FINANCIAL SERVICES, LTD. | LEGACY CONSULTING GROUP | Jul 31, 2014 | Dec 2, 2014 | 124 | Firm change | Other |