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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
4900 Woodway Suite 1250, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Destiny, Inc. | Houston | TX | 07/1996 | Present |
| Concurrent Investment Advisors, Llc | Houston | TX | 05/2026 | Present |
| Kovack Securities, Inc. | Houston | TX | 09/2014 | 12/2018 |
| Kovack Advisors, Inc | Houston | TX | 10/2014 | 12/2018 |
| Centric Advisors, Llc (Formerly Majors & Mondragon, Llc) | Houston | TX | 12/2018 | 05/2026 |
1) DBA: FINANCIAL DESTINY, INC. - 7802 AUTUMN HOLLOW LANE, HOUSTON, TX 77041; INVESTMENT RELATED; CEO MARKETING STARTED IN 1994; 50 HRS/MONTH 40 DURING TRADING HRS. 2) DBA: Wealth Partners Alliance - 4900 Woodway Dr., Suite 1250, Houston, TX 77056; Investment Related; Advisor; 5/2026; 100 hrs/month, all during trading hours. 3) INSURANCE AGENT- 7802 AUTUMN HOLLOW LANE, HOUSTON, TX 77041; FIXED INSURANCE AGENCY; INVESTMENT RELATED; AGENT; CONTRACT WITH COMPANIES, EDUCATE MYSELF ON PRODUCT, LINE UP CLIENT NEEDS WITH THE PRODUCT THAT IS IN LINE WITH THE CLIENTS NEEDS; 10% OF TIME SPENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. THE INVESTMENT ADVISER ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF THE INVESTMENT ADVISER IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. 4) REAL ESTATE RENTAL PROPERTIES - HOUSTON, TX; MANAGING SHORT TERM RENTALS OWNED BY MR. WURL; NOT INVESTMENT RELATED; LESS THAN 5% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-18 |
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