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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
9709 Lakeside Boulevard Suite 375, The Woodlands, TX 77381 • 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 |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 05/2009 | 08/2018 |
| Tailor Made Financial Inc. | Matthews | NC | 08/2018 | Present |
| Raymond James Financial Services, Inc. | Matthews | NC | 08/2018 | 03/2023 |
| Raymond James Financial Services Advisors Inc. | Matthews | NC | 08/2018 | 03/2023 |
| Tailormade Ten, Llc | Matthews | NC | 04/2021 | Present |
| Concurrent Wealth Advisors D/B/A Tailormade Wealth Counsel | Matthews | NC | 05/2022 | Present |
| Pks Investments | Albany | NY | 03/2023 | 08/2025 |
| Tailormade Wealth Counsel | The Woodlands | TX | 05/2008 | Present |
| Concurrent Investment Advisors, Llc | The Woodlands | TX | 03/2023 | Present |
| Oakwood Capital Securities, Inc. | Matthews | NC | 06/2026 | Present |
Name of Business: TailorMade Financial, Inc. Address: 10030 Devereaux Dr Ste 100, Matthews, NC, 28105, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/31/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Wealth Management and processing of Insurance products (Disability and Life Insurance) Name of Business: Concurrent Investment Advisors, LLC d/b/a TailorMade Wealth Counsel Address: 10030 Devereaux Drive - Suite 100, Matthews, NC, 28105, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: Yes Start Date: 05/20/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Provide Wealth Management and Investment Advice. Name of the other business - Fixed Insurance Is the business investment related - Yes Address of the other business - 10030 Deveraux Drive , Matthews, NC, 28105, Nature of the other business - Fixed / Traditional Insurance Your position, title, or relationship with the other business - Agent The start date of your relationship - 4/2022 The approximate number of hours/month you devote to the other business - 4 The number of hours you devote to the other business during securities trading hours - 4 Briefly describe your duties relating to the other business - Sales of Fixed / Traditional insurance products President; TailorMade Twenty, LLC; Investment Related: No; Holding Company for TailorMade Financial, Inc. shares.; Duties: Admin; 2023-11-10; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 85; Partner; TailorMade Ten, LLC; Investment Related: No; Holding Company; Duties: Admin; 2023-11-10; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-07 |
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