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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
4900 Woodway Dr Suite 1250, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| School | Houston | TX | 05/2016 | 06/2022 |
| Centric Advisors, Llc | Cypress | TX | 08/2022 | 05/2026 |
| Concurrent Investment Advisors, Llc | Houston | TX | 05/2026 | Present |
| Wealth Partners Alliance | Houston | TX | 05/2026 | Present |
Wealth Partners Alliance; Investment Related: Yes; 4900 Woodway Drive, Suite 1250, Houston TX 77056;Support Company; Non Owner; Wealth Advisor; 05/18/2026; 160 hrs/mo; 140 trading hrs/mo; Support company under which name advisory business is conducted. Fixed Insurance; Investment Related: Yes; 4900 Woodway Dr, Suite 1250, Houston TX 77056; Agent; 5/2026; 10 hrs/month, all during trading hours; sales of non-variable insurance and annuity products. NG Financial Services, LLC; Investment Related: Yes; 9436 N Houston Rosslyn Rd, Ste F, Houston TX 77088; Partner; 7/2026; 20 hrs/month, 10hrs/trading hours; Support Company to facilitate insurance and annuity sales.
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