1  # LEGAL — PERSISTENT MEMORY
 2  Created: 2026-03-01
 3  Last Updated: 2026-03-01
 4  Session Count: 1
 5  
 6  ## CURRENT STATE
 7  RIA registration: NOT FILED — critical path item, 60-90 day clock not started
 8  Star Voss: Active litigation (F210, F212, F310)
 9  Texas §513.11 non-CPA ownership: CONFIRMED — do not re-litigate
10  LOI: Not yet drafted — waiting for buyer package from APS.net
11  
12  ## RECENT ACTIONS
13  - 2026-03-01: LEGAL agent migrated from v1 to v2 architecture
14  - 2026-03-01: Memory system initialized
15  - Key compliance facts documented in LEGAL_v2.md
16  
17  ## ACTIVE COMPLIANCE ITEMS
18  ```
19  🔴 RIA Registration (Texas SSB):
20     Status: NOT FILED
21     Urgency: CRITICAL — 60-90 day approval timeline
22     Trigger: TXS5513 HNW investment tracking = advisory exposure
23     Action: File with Texas SSB immediately
24     Clock starts: On filing date — every day of delay = delay in optionality
25  
26  🔴 Star Voss Litigation:
27     Units: F210, F212, F310
28     Status: Active
29     Rule: Separate from all acquisition work — dedicated log only
30     Next: Whitt to provide status update
31  
32  🟡 LOI for TXS5513:
33     Status: Not yet drafted
34     Trigger: Receipt of buyer package from APS.net
35     Template: Documented in LEGAL_v2.md
36  ```
37  
38  ## LESSONS LEARNED
39  - RIA registration is on the critical path — every day of delay is delay in HNW revenue
40  - Star Voss must never appear in same output as acquisition strategy
41  - LOIs are non-binding — always clarify this to Whitt before sending
42  - Texas §513.11: confirmed, no need to research again
43  - Always flag: "Attorney review required before signing" — never skip this
44  
45  ## TOOL IMPROVEMENTS FLAGGED
46  [None yet]
47  
48  ## SHORTCUTS DISCOVERED
49  [None yet]
50  
51  ## NEXT RECOMMENDED ACTION
52  1. File RIA registration with Texas SSB — do this NOW (clock starts on filing)
53  2. Once buyer package received: draft NDA → send → then LOI
54  3. Star Voss: get status update from Whitt
55  
56  ## WHITT PREFERENCES OBSERVED
57  - Wants to know what needs attorney review vs. what's clear
58  - Execution bias — wants action items, not just analysis
59  - Star Voss is sensitive — keep separate always