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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Ims Securities, Inc. | Houston | TX | 06/2002 | 12/2017 |
| Ims Financial Advisors, Inc. | Houston | TX | 02/2002 | 12/2017 |
| Avidian Wealth Solutions F/K/A Sta Wealth Management, Llc | Houston | TX | 01/2018 | 06/2026 |
| Concurrent Investment Advisors, Llc | Houston | TX | 06/2026 | Present |
| Wealth Partners Alliance | Houston | TX | 05/2026 | Present |
PATTERSON FINANCIAL LLC, MR. PATTERSON IS THE LIMITED PARTNER, THIS IS A NON-INVESTMENT RELATED BUSINESS STRUCTURE FOR PERSONAL FINANCES. START DATE: 06/2026, 0 HRS/WK DURING TRADING HRS, 4 HRS/MONTH. PATTERSON FINANCIAL MGT, THIS ENTITY SERVES AS THE GENERAL PARTNER (GP) TO PATTERSON FINANCIAL LLC, MR. PATTERSON IS THE GP. NON-INVESTMENT RELATED BUSINESS STRUCTURE FOR PERSONAL FINANCES. START DATE 06/2026, 0 HRS/WK DURING TRADING HRS, 4 HRS/MONTH. Wealth Partners Alliance; Investment Related: Yes; 4900 Woodway Drive, Suite 1250, Houston TX 77056;Support Company; Non Owner; Wealth Advisor; 07/1/2026; 160 hrs/mo; 140 trading hrs/mo; Support company under which name advisory business is conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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