David Allan Mcbee

Current Employers

Employment History

• 06/1998 → 04/2019
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 04/2019 → 04/2023
  Raymond James Financial Services, Inc.
  Dallas, TX
• 04/2019 → 04/2023
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 05/2019 → Present
  Concurrent Investment Advisors Dba Wealth Partners Alliance
  Dallas, TX
• 10/1998 → 04/2019
  Wells Fargo
  Dallas, TX
• 04/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2019 → Present
  Mpm Interests, Llc
  Dallas, TX

Previous Registrations

• 2019-04-30 → 2023-05-17
  Raymond James Financial Services Advisors, Inc
  Addison, TX
• 1998-09-22 → 2019-05-06
  Wells Fargo Clearing Services, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1) Concurrent Advisors DBA Wealth Partners Alliance. Investment Related. 12240 Inwood Rd Ste 200, Dallas, TX, 75244. RIA/Support Company - Non Owner. IAR/Other. 05/01/2019. Hrs/month 160 all during trading hours. Helping Recruit advisors to the brand under RJFS 2) MPM Interests, LLC. Not Investment Related. 12240 Inwood Rd Ste 200, Dallas, TX, 75244. Support Company - Owner. Other. 05/01/2019. Hrs/month 2-10 all during trading hours. This is our operating LLC, not used with clients or public. sole use is for partnership distribution based on ownership in our practice and for tax reporting. each partner is issued a K1 based on ownership. No client communication is involved, this is for internal uses only. 3) Concurrent Retirement Solutions . Not Investment Related. 12240 Inwood Rd, suite 200 Dallas TX 75244. Corporate retirement plan consulting. Institutional Consultant. 04.28.2023. Hrs/month 4 all during trading hours. Consult clients on their responsibilities on their corporate sponsored 401k plan. 4) McBee Enterprises. Not Investment Related. 7158 Paulus Ave. Dallas, TX 75201. Real estate. Owner. 10/2022. 0 hrs/month. 0 hrs during securities hrs. Building owned by the business collects rents, I will on occasion be involved in updates to the building or other activities related to managing business real estate. 5) DAM TX Holdings, LLC - Not Investment Related - 12240 Inwood Rd. Suite 200, Dallas, TX. 75244 - LLC For Expenses - Managing Member - 10/1/2025 - 1 hrs/month. 0 hrs during securities hrs. LLC set up for managing expense with Concurrent partnership. 6) McBees Trades - Not Investment Related - 12240 Inwood Rd. Suite 200, Dallas, TX 75244. Real estate Owner. 5/2026. 1 hrs/month. 0 hrs during trading hours. Home ownership, design services and possible rental.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-02
• S63 Uniform Securities Agent State Law Examination
  1998-09-18

Other Names

• David Allan Mcbee
• David Allan Mcbee