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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James | Dallas | TX | 08/2013 | 04/2023 |
| Silva Wealth Partners Llc | Dallas | TX | 08/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 08/2013 | 04/2023 |
| Jack Silva Holdings, Llc | Dallas | TX | 11/2015 | Present |
| Concurrent | Dallas | TX | 06/2021 | 04/2023 |
| Wealth Partners Alliance | Dallas | TX | 06/2021 | Present |
| Concurrent Investment Advisors Llc | Dallas | TX | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | 04/2025 |
(1) Name of Business: Concurrent Investment Advisors LLC dba Wealth Partners Alliance Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: RIA Position/Title: Financial Advisor Investment Related: Yes, Start Date: 06/14/2021 Hours per month devoted to this business: 81+ hours/month devoted to this business during trading hours: 81+ Description of duties: I am a wealth advisor (2)Name of Business: Jack Silva Holdings, dba Silva Real Estate Partners Address: 9628 Broken Bow Rd., Dallas, TX, 75238, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/30/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, Suzanne Silva, owns this entity 50% individually and 50% a trust in her name only. As her spouse, we occasionally discuss the business. (3) Name of Business: Silva Wealth Partners, LLC Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 08/23/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This company was previously held out as a business name. That concluded 6/11/2021; now only used to receive income a process expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-30 |
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