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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| OK | RA | APPROVED | 2026-03-02 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
3224 French Park Drive Suite A, Edmond, OK 73034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2003 | 11/2018 |
| Rademacher Financial, Inc. | Edmond | OK | 11/2018 | 10/2021 |
| On Investment Management Company | Edmond | OK | 12/2003 | 11/2018 |
| Raymond James Financial Services, Inc | Edmond | OK | 11/2018 | 09/2021 |
| Raymond James Financial Services Advisors | Edmond | OK | 11/2018 | 09/2021 |
| Non-Variable Insurance | Edmond | OK | 11/2018 | Present |
| Titleist Capital Llc | San Antonio | TX | 10/2021 | 07/2026 |
| Titleist Asset Management Llc | Edmond | OK | 04/2023 | 07/2026 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 03/2026 | Present |
| Wealth Partners Alliance | Edmond | OK | 03/2026 | Present |
Fowler Wealth Management; Not Investment Related; 3324 French Park Dr, Ste A, Edmond OK 73034; LLC; Owner; 03/2026; 5-10 hrs/mo; 0-5 trading hrs/mo; Support Company in which production from advisory business will be paid and general business administration will be conducted. Wealth Partners Alliance, Investment Related; 3324 French Park Dr, Ste A, Edmond OK 73034; Support Company/DBA; Financial Planner; 3/2026; 160 hrs/mo, 140 trading hrs/mo; DBA under which name advisory business will be conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-24 |
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