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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
3636 S Geyer Road Suite 100, St. Louis, MO 63127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref | St. Louis | MO | 08/2004 | 11/2021 |
| Raymond James & Associates, Inc | Houston | TX | 12/2021 | 04/2026 |
| Tavo Wealth | St. Louis | MO | 04/2026 | Present |
| Concurrent Investment Advisors, Llc | St. Louis | MO | 04/2026 | Present |
TAVO Wealth; Investment Related: Yes; 9209 Caddyshack Circle, St. Louis, MO 63127; Support Company/DBA; Owner/Wealth Advisor; 04/2026; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory services and general business administration will be conducted. TAVO Wealth Holdings, LLC; Investment Related - Yes; 9209 Caddyshack Circle, St. Louis, MO 63127; Owner - Support Company; 04/2026; 1 hr/month during trading hours 1 for 2 Education Foundation; Investment Related - No; 4337 E Grand River Ave, Howell, MI 48843; Director - Family Foundation; 06/01/2018; 10 hrs/month, none during trading hours; support family foundation providing scholarships annually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2005-09-29 |
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