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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Houston | TX | 10/2015 | 05/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2018 | 06/2020 |
| Insight Wealth Strategies, Llc. | Houston | TX | 04/2018 | 11/2021 |
| Avidian Wealth Solutions, Llc | Houston | TX | 11/2021 | 06/2026 |
| Concurrent Investment Advisors, Llc | Houston | TX | 06/2026 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-13 |
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