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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
9709 Lakeside Blvd., The Woodlands, TX 77381 • 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 |
|---|---|---|---|---|
| Concordia Lutheran High School | Tomball | TX | 06/2015 | 08/2021 |
| Tailormade Wealth Counsel | The Woodlands | TX | 06/2025 | Present |
| Concurrent Investment Advisors, Llc | The Woodlands | TX | 06/2025 | Present |
| Oklahoma State University | Stillwater | OK | 09/2021 | 06/2025 |
| Tailormade Wealth Counsel | The Woodlands | TX | 06/2024 | 08/2024 |
Tailormade Wealth Counsel; Investment related? Yes; 9709 Lakeside Blvd, The Woodlands, TX, 77381; Non Owner; Divisional Vice President; 06/2025; 160 hours/months; 140 trading hours/month; DBA under which name advisory services will be conducted.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-11 |
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