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Member/chief Compliance Officer/ Chief Executive Officer · Trinity Legacy Partners, LLC

John P. Wilkinson

CRD 2851650 · Named on Form ADV at one SEC-registered adviser

At a glance

Trinity Legacy Partners, LLC, an SEC-registered wealth manager based in Houston, TX with $521 million in regulatory assets, lists John P. Wilkinson on its Form ADV as Member/chief Compliance Officer/ Chief Executive Officer, a control person.

Firms and roles

  • Trinity Legacy Partners, LLCMember/chief Compliance Officer/ Chief Executive OfficerWealth manager · Houston, TX · $521M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2003 (23 years)
Designations
None on file
Exams
Series 63, Series 65, Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

John’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.