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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
3555 Timmons Lane Suite 900, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Houston | TX | 08/2022 | 05/2026 |
| Sweetwater Country Club | Sugar Land | TX | 11/2016 | 08/2018 |
| Marathon Pool Service | Sugar Land | TX | 04/2016 | 01/2022 |
| Mass Mutual Greater Houston | Houston | TX | 05/2021 | 01/2022 |
| Saltgrass Steak House | Sugar Land | TX | 07/2022 | 09/2022 |
| Unemployed | Richmond | TX | 01/2022 | 07/2022 |
| Concurrent Investment Advisors, Llc | Houston | TX | 05/2026 | Present |
| Tavo Wealth | Houston | TX | 05/2026 | Present |
TAVO Wealth; Investment Related: Yes; 3555 Timmons Lane, Suite 900, Houston TX 77027; Support company/DBA; Employee; Advisor; 05/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration will be conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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