John Dwight Saalfield

Current Employers

Employment History

• 06/2013 → 02/2019
  Ubs Financial Services Inc.
  Plano, TX
• 02/2019 → 04/2023
  Raymond James Financial Services, Inc.
  Dallas, TX
• 02/2019 → 04/2023
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 03/2019 → Present
  Wealth Partners Alliance
  Addison, TX
• 05/2019 → Present
  Varsity Ventures Llc
  Dallas, TX
• 02/2019 → 04/2023
  Concurrent
  Dallas, TX
• 04/2023 → Present
  Concurrent Investment Advisors Llc
  Dallas, TX

Previous Registrations

• 2019-02-15 → 2023-05-15
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2013-08-12 → 2019-02-26
  Ubs Financial Services Inc.
  Dallas, TX
  Plano, TX
  Dallas, TX

Other Businesses

(1)Name of Business: Varsity Ventures LLC Address: 3817 Southwestern Blvd, Dallas, TX, 75225, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 05/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of non operating LLC (2)Name of Business: Wealth Partners Alliance LLC Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company Owner, Managing Member (3)Name of Business: Wealth Partners Alliance LLC Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founding Partner; Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-12
• S63 Uniform Securities Agent State Law Examination
  2008-03-13