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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12240 Inwood Road Suite 200, Dallas, TX 75244 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Dallas | TX | 08/2009 | 04/2019 |
| Raymond James Financial Services, Inc. | Dallas | TX | 04/2019 | 04/2023 |
| Raymond James Financial Services Advisor, Inc | Dallas | TX | 04/2019 | 04/2023 |
| Wealth Partners Alliance | Dallas | TX | 04/2019 | Present |
| Concurrent Advisors | Addison | TX | 04/2019 | Present |
| Mpm Interests, Llc | Dallas | TX | 04/2019 | Present |
| Wealth Partners Alliance | Dallas | TX | 04/2019 | Present |
| Wealth Partners Alliance | Dallas | TX | 04/2019 | Present |
| Concurrent Advisors | Dallas | TX | 04/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
| Concurrent Investment Advisors Dba Wealth Partners Alliance | Dallas | TX | 04/2023 | Present |
1. Concurrent Investment Advisors dba Wealth Partners Alliance. Investment Related. 12240 Inwood Road Suite 200, Dallas, TX 75244. RIA. Financial Advisor/relationship manager. 4/25/2023. 160 hours/month all during trading hours. Provide financial advice to clients, manages relationships. 2. Fixed Insurance. Not investment related. 12240 Inwood Road Suite 200, Dallas, TX 75244. Independent Insurance Agency. Agent. Traditional/fixed insurance. 4/25/2023. 1 hour/month all during trading hours. Provide fixed/traditional insurance solutions to clients. 3. C. C. Young. Not investment related. 4847 W. Lawther Drive, Dallas, TX, 75214, United States. Non-Profit. Board Member/Member of Finance Committee. 06/01/2018. 1 hour/month all during trading hours. Board Member 4. Concurrent Partners 1. Investment related. 12240 Inwood Road, Dallas, TX, 75244, United States. Holding Company. Personal/Private Investment. 02/05/2021. 1 hour month all during trading hours. Passive Investor. 5. Dickinsons Place. Not investment related. 911 St. Joseph Street, Dallas, TX, 75246. Non-Profit. Board Member. 5/1/2016. 1 hour month all during trading hours. Oversight of Non-Profit Activities. 6. MPM Interests, LLC. Not investment related. 12240 Inwood Rd Ste 200, Dallas, TX, 75244-8089, United States. Operating LLC/Support Company. Owner. Independent Contractor. 04/30/2019. 5 hours/month all during trading hours. Manage revenue and expenses. 7. Rental Property. Not investment related. 12240 Inwood Road Suite 200, Dallas, TX 75244. Real estate rental/property. Partner. 8/13/2020. 1 hour/month all during trading hours. Rent received from sub lease paid to Wealth Partners Alliance. 8. YMCA of Metro Dallas Foundation. Not investment related. 146 Town Center Blvd, Coppell, TX, 75019, United States. Non-Profit. Board Member/Investment Committee. 7/1/2019. 1 hour/month all during trading hours. Oversight of Non-Profit Activities. 9. Mikeska Family Royalties LLC. Not investment related. 6317 Orchid Lane, Dallas, TX 75230. Mineral interests. Manager. 10/2024. .5 hrs/month. 0 hrs during securities hrs. Collect checks from operators and deposit them in Fidelity account.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-14 |
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