Garry David Scheufler

Current Employers

Employment History

• 05/2012 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 11/2007 → Present
  Tecs. Inc.
  Plano, TX
• 12/2012 → 03/2022
  Bank Of America, N.A.
  Dallas, TX
• 04/2022 → 04/2023
  Raymond James Financial Services, Inc
  Dallas, TX
• 04/2022 → 04/2023
  Raymond James Financial Services Advisor, Inc
  Dallas, TX
• 04/2022 → Present
  Wealth Partners Alliance
  Dallas, TX
• 04/2022 → 04/2023
  Concurrent Advisors
  Dallas, TX
• 04/2023 → Present
  Concurrent Investment Advisors Llc
  Dallas, TX
• 04/2023 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2022-04-01 → 2023-05-15
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2012-08-20 → 2022-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Frisco, TX

Other Businesses

1) Concurrent Investment Advisors, LLC d/b/a Wealth Partners Alliance \ Investment Related - Yes \ At registered location \ RIA \ IAR \ 4/26/2023 \ 160 HRS \ 160 HRS \ Provide advice and planning to clients | 2) Fixed Insurance \ Investment Related - Yes \ At registered location \ Fixed Insurance/Annuity \ Agent \ 4/26/2023 \ 8 HRS \ 8 hrs \ Provide insurance advice based on the needs of client(s)| 3) TECS. Inc \ Investment Related - No \ 3205 Chippenham Dr., Plano TX 75093 \ Operating LLC / Support Company \ Owner \ 11/1/2007 \ 1 HR \ 1HR \ Keeping Records of Expenses 4) Baylor University Professional Sales Program \ Investment Related - No \ Waco, TX \ Teaching / Coaching \ Mentor \ 1/1/2017 \ 1 hr \ 0 hr \ Business program at alma mater - Mentorship of one student per semester

Exams

• S66 Uniform Combined State Law Examination
  2012-08-17
• S63 Uniform Securities Agent State Law Examination
  1991-11-15

Other Names

• Garry David Scheufler
• Garry D Scheufler