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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-17 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 04/2011 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | 11/2017 |
| Lpl Financial, Llc | Lucas | TX | 11/2017 | 07/2023 |
| Wealthcare Advisory Partners, Llc | Lucas | TX | 11/2017 | 07/2023 |
| Concurrent Investment Advisors Llc | Tampa | FL | 06/2023 | Present |
| 44 Management | Dallas | TX | 06/2023 | Present |
| Wealth Partners Alliance | Dallas | TX | 06/2023 | Present |
1. 11/08/2017 - 44 MANAGEMENT/ DBA / 50%/ LUCAS, TX 2. 11/08/2017 - STATE OF TEXAS REAL ESTATE LICENSE/ REAL ESTATE BROKER/ 5%/ LUCAS, TX 3. 11/08/2017 - R NEWHOUSE AND CO, LLC/ SPEAKER/ 5%/ LUCAS, TX. 4. 10/30/2019 - Bankruptcy Trustee Panel - Not investment related - 1100 Commerce St. Dallas, TX 75242 - Outside/W-2 Employment - start date:11/01/2019 - 10 hrs/mo - 5 hrs during trading. 5. Wealth Partners Alliance - Inv. Related - Yes - DBA Support Company - Non Owner 6. 44 Strong Foundation 501c3 - Family Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-21 |
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