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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
140 E Tyler St. Ste 240, Longview, TX 75601 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Longview | TX | 03/2008 | 02/2019 |
| Raymond James Financial Services, Inc | Longview | TX | 02/2019 | 03/2023 |
| Raymond James Financial Services Advisors | Longview | TX | 02/2019 | 03/2023 |
| Concurrent Investment Advisors Dba Eagle Capital Advisors | Longview | TX | 02/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2023 | Present |
(1) Concurrent Investment Advisors DBA Eagle Capital Advisors, LLC. Investment Related. 140 E Tyler Street Suite 240, Longview, TX 75601. RIA. Financial Advisor. 02/2022/2019. Hrs/month 160 all during trading hours. Offer investment advice to clients. (2) Concurrent Partners 1. Investment Related. 140 E Tyler St. Longview, TX 75601. Personal/Private Investment. Other. Hrs/month 0-1 all during trading hours. No duties. (3) Fixed insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Insruance Agent. 4/15/2023. Hrs/month 5 all during trading hours. Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
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