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Preston David Cherry

Concurrent Wealth Management

Houston, TX

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Current Employers
Concurrent Wealth Management

11111 Katy Freeway Suite 910, Houston, TX 77079 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-06-18
  • TX RA
    APPROVED
    Since 2018-06-18

Branch Locations

11111 Katy Freeway Suite 910, Houston, TX 77079 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concurrent Financial Planning Center, Llc Lubbock TX 03/2018 Present
Texas Tech University Lubbock TX 08/2016 Present
University Of Wisconsin - Green Bay Wisconsin TX 08/2020 Present
  • 03/2018 → Present
    Concurrent Financial Planning Center, Llc
    Lubbock, TX
  • 08/2016 → Present
    Texas Tech University
    Lubbock, TX
  • 08/2020 → Present
    University Of Wisconsin - Green Bay
    Wisconsin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-20
S63 Uniform Securities Agent State Law Examination 2005-04-26
  • S65 Uniform Investment Adviser Law Examination
    2008-05-20
  • S63 Uniform Securities Agent State Law Examination
    2005-04-26
Designations

View on SEC IAPD

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Other Offices

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TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
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