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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-24 |
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 |
|---|---|---|---|---|
| Intercontinental Wealth Advisors Llc | San Antonio | TX | 08/2021 | 02/2024 |
| Cipw Service Company, Llc | Toronto | 07/2023 | 07/2023 | |
| Corient | San Antonio | TX | 07/2023 | 02/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 02/2024 |
| Integra Global Advisors Llc | Stamford | CT | 02/2024 | 05/2025 |
| College | San Antonio | TX | 06/2016 | 05/2021 |
| Concurrent Investment Advisors | Tampa | FL | 06/2025 | Present |
Concurrent Private Wealth; Investment Related: Yes; 12240 Inwood Road, Suite 200, Dallas, TX 75244; DBA under which name advisory business will be conducted; Non Owner - Advisor; 05/19/2025; 160 hrs/month; 140 trading hrs/month. Summit SH Capital Holdings, LLC. Investment Related. 12240 Inwood Road, Suite 200, Dallas, TX 75244. Less than1% of hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-04 |
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