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Advisor at TRINITY LEGACY PARTNERS, LLC
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| TRINITY LEGACY PARTNERS, LLC | Independent wealth | Dec 5, 2011 | n/a | yes | HOUSTON, TX | Current employment |
| SELECT ASSET MANAGEMENT, LLC | n/a | Jul 8, 2010 | Dec 31, 2011 | no | HOUSTON, TX | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jul 24, 2003 | Feb 16, 2006 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SELECT ASSET MANAGEMENT, LLC | TRINITY LEGACY PARTNERS, LLC | Dec 31, 2011 | Dec 5, 2011 | -26 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | SELECT ASSET MANAGEMENT, LLC | Feb 16, 2006 | Jul 8, 2010 | 1,603 | Firm change after gap | Other |