Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
4900 Woodway Drive Suite 1250, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 01/2022 | 04/2023 |
| Concurrent Investment Advisors Dba Wealth Partners Alliance | Dallas | TX | 01/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
| Raymond James Financial Services, Inc. | Houston | TX | 01/2022 | 04/2023 |
| Wells Fargo Advisors Llc | Houston | TX | 01/2011 | 11/2016 |
1) BEC Financial. Investment Related. 216 W 32nd St Houston, TX 77018. Business Owner. Owner/Proprietor. Hrs/month 5 with 2 during trading hours. Personal LLC for tax purposes and to pay Heights Wealth Management. 2) Concurrent Investment Advisors DBA Wealth Partners Alliance. Investment Related. At registered location. RIA. IAR. 4/17/2023. Hrs/month 160 with 130 during trading hours. Person in charge. Providing advisory services to clients. 3) Fixed Insurance. Investment Related. At registered location. Fixed / Traditional Insurance. Agent. 4/17/2023. Hrs/month 1 all during trading hours. Sales of fixed/traditional insurance products. 4) Heights Wealth Management. Investment Related. At registered location. Holding Company. Co-owner. 1/13/2022. Hrs/month 10 all during trading hours. Expense company used to pay for joint RIA expense between partners. 5) Concurrent Partners 1. Investment Related. At registered location. Holding Company. Shareholder. 1/13/2022. Hrs/month 0-1 all during trading hours. This a holding/support company for Wealth Partners Alliance and Concurrent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
Reach out to this advisor