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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| VA | RA | APPROVED | 2022-12-19 |
Branch Locations
562 Lynnhaven Parkway, Suite 202, Virginia Beach, VA 23452 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Richmond | VA | 01/2016 | 12/2022 |
| Concurrent Advisors D/B/A Allegiant Wealth Partners | Virginia Beach | VA | 12/2022 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Virginia Beach | VA | 12/2022 | Present |
1) 1. Concurrent Advisors d/b/a Allegiant Wealth Partners 2. Investment Related - Yes 3. At registered Location 4. RIA 5. IAR 6. 12/2/2022 7. 160 hours 8. 160 hours 9. Solicit advisory business and manage advisory accounts 10. Advisory Fees 2) 1. Fixed Insurance 2. Investment Related - Yes 3. At registered Location 4. Fixed Insurance/Annuity 5. Agent 6. 12/2/2022 7. 10 hrs 8. 10 hrs 9. Provide insurance advice based on the needs of client(s). 10. Commissions 3) 1. Retirement Systems Solutions 2. Investment Related - No 3. At registered Location 4. Teaching / Coaching 5. Vice President 6. 12/1/2010 7. 10 hrs 8. 10 hrs 9. Contract with federal agencies to provide teaching and training of federal employee benefits to federal government agency employees. Provide benefits analysis to individual federal employees. 10. Flat Rate Fee 4)1. ODASA, LLC 2. Investment Related - No 3. At registered Location 4. Holding Company 5. President 6. 1/1/2022 7. 10 hrs 8. 10 hrs 9. ODASA, LLC is the operating company for our financial services practice, Allegiant Wealth Partners. 10. Salary 5) GTJM1 Holdings, LLC Investment related Located at 562 Lynnhaven Pkwy, Ste 202 Virginia Beach VA 23452 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-05 |
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