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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
140 E Tyler Street Suite 240, Longview, TX 75601 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Longview | TX | 05/1989 | 02/2019 |
| Raymond James Financial Services, Inc | Longview | TX | 02/2019 | 03/2023 |
| Raymond James Financial Services Advisors | Longview | TX | 02/2019 | 03/2023 |
| Concurrent Investment Advisors Llc Dba Eagle Capital Advisors | Longview | TX | 03/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2023 | Present |
(1) Concurrent Investment Advisors DBA Eagle Capital Advisors LLC. Investment Related. 140 E Tyler Street Suite 240, Longview, TX, 75601\n, United States Activity. RIA. Wealth Advisor. 02/22/2019. 160 hrs/month all during trading hrs. Offer Investment advice to clients. (2) Fixed Insurance. Investment Related. At registered location. Fixed/traditional insurance. Insurance Agent. 4/15/2023. 5hrs/month all during trading hrs. No duties. (3) Greater Longview Children's Choir. Not Investment Related. 303 West Loop 281, Ste 110 #183, Longview TX 75606. Board of Directors. 8/18/2026. 1 hr/month, none during trading hours. Semi-annual board meetings. (4) Member/Treasurer of various Board of Directors. Non-Investment Related. No hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-31 |
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