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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12240 Inwood Road Suite 200, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Dallas | TX | 06/2011 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | 04/2019 |
| Rjfs | Dallas | TX | 04/2019 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 04/2019 | 04/2023 |
| Concurrent Advisors | Dallas | TX | 04/2019 | 04/2023 |
| Next Retirement | Dallas | TX | 04/2019 | 12/2022 |
| Wealth Partners Alliance | Dallas | TX | 04/2019 | Present |
| Concurrent Investment Advisors Llc | Tampa | FL | 04/2023 | Present |
Concurrent Investment Advisors DBA Wealth Partners Alliance. Investment Related. 12240 Inwood Rd, Ste 200, Dallas, TX 75244. RIA. Owner, Start Date 11/2025. Hrs/month 81+ all during trading hours. Financial guidance and portfolio management. Britsay LLC, Investment Related. 12240 Inwood Rd, Ste 200, Dallas, TX 75244. Sole Proprietor. 11/2025. 0 hrs per month. Pass through LLC for Merchant investment MPM Interests, LLC 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. Investment Related. Partner. 11/2024. Less than 5% of time monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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