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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
901 Mopac Expressway South Building I, Suite 300, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2013 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 07/2018 | 09/2024 |
| Bank Of America, N.A. | Austin | TX | 08/2018 | 10/2024 |
| Concurrent Investment Advisors, Llc | Dallas | TX | 10/2024 | Present |
12/01/2015 The Dan and Patricia Pickard Scholarship Foundation, Board member, hellp organize fundraising events and donations, 8 hours per month, $0 comp I 1556267 For profit or not for profit: Entity For Profit Name of outside business organization: CoSource, Inc. Investment related: no Address of business: Dallas, TX, Nature of business: S Corporation Position, title, association: Board Member Start date of relationship: 01/01/2024 Number of hours devoted: 1 monthly Number devoted during trading hours: 0 Duties: Board of directors I*:1556267 Entity Type: Entity For Profit Name of OBA: CoSource, Inc. Address: Dallas, TX Investment Re No Position, Title, Association: Board Member Employee Start Date: 01/01/2024 Number of Hours: 1 monthly Number of Hours during trading: 0 Duties: Board of directors Name of OBA: Wealth Partners Alliance Address: Dallas, TX Investment Related: Yes Position, Title, Association: Independent Contractor Employee Start D 09/2024 Number of Hours: 160/month Number of Hours during trading: 120 Duties: Advise clients Entity Type: LLC Name of OBA: Voltin Wealth Management LLC Address: Dallas, TX Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/2024 Number of Hours: 20/month Number of Hours during trading: 0 Duties: Administration of LLC. Name of OBA: Voltin Wealth Holdings, LLC Investment Related Located at 5510 Abilene Trail Austin TX 78749 Owner. 1 hour per month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-19 |
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