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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
10440 N. Central Expressway Ste 1040, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kroger | Rockwall | TX | 04/2016 | 10/2021 |
| Crossover Health | Garland | TX | 10/2021 | 10/2022 |
| Cramcrew | Dallas | TX | 11/2021 | 11/2022 |
| Abbott | Plano | TX | 11/2022 | 10/2025 |
| Wealth Partners Alliance | Dallas | TX | 10/2025 | Present |
| Concurrent Investment Advisors, Llc | Dallas | TX | 12/2025 | Present |
Wealth Partners Alliance; Investment Related; 10440 N. Central Expressway, Ste 1040, Dallas TX 75231; Client Associate; 10/2025; 160 hrs/mo; 140 trading hrs/mo; Non owner of DBA under which name advisory services are conducted and general business administration is conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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