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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
9709 Lakeside Blvd. | Suite 375, The Woodlands, TX 77382 • 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 |
|---|---|---|---|---|
| John Cooper School, Highschool | The Woodlands | TX | 06/2015 | 05/2018 |
| Concordia Lutheran Highschool | Tomball | TX | 08/2018 | 05/2021 |
| University Of Oklahoma | Norman | OK | 08/2021 | 05/2025 |
| Tailormade Wealth Counsel | The Woodlands | TX | 06/2025 | Present |
| Concurrent Investment Advisors, Llc | The Woodlands | TX | 06/2025 | Present |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-02 |
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