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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
3555 Timmons Lane Suite 900, Houston, TX 77027 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Houston | TX | 10/2004 | 05/2019 |
| Raymond James & Associates | Houston | TX | 05/2019 | 05/2026 |
| Concurrent Investment Advisors, Llc | Houston | TX | 05/2026 | Present |
| Tavo Wealth | Houston | TX | 05/2026 | Present |
David Ahlquist serves on two volunteer boards: He is Chair-Elect of the MD Anderson Cancer Center Advance Team and will begin a two-year term as Chair in May 2026. He also serves on the University of Texas System Chancellor's Council, an advisory board. He receives no compensation for either role. TAVO Wealth; Investment Related: Yes; 5847 San Felipe Street, Ste 3900, Houston TX 77057; Support Company/DBA; Owner/Wealth Advisor; 05/2026; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory services and general business administration will be conducted. TAVO Wealth Holdings, LLC; Investment Related: Yes; 5847 San Felipe Street, Ste 3900, Houston TX 77057; Support Company; Owner; 05/2026; 0 hrs/mo; Support company for business administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-10 |
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