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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
12240 Inwood Rd Suite 200, Dallas, TX 75244 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 03/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 04/2014 | 01/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Dallas | TX | 01/2025 | Present |
| Concurrent Investment Advisors Dba Wealth Partners Alliance | Dallas | TX | 08/2024 | Present |
1) Concurrent Investment Advisors dba Wealth Partners Alliance. Investment Related. At registered location. RIA. IAR. 8/27/2024. Hrs/month 160 all during trading hours. Investment Advisor. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 8/27/2024. Hrs/month 8 all during trading hours. Provide insurance advice based on the needs of client(s). 3) Thoppess Ventures LLC. Not Investment Related. At Reported Location. Personal Operating LLC .Owner. 1/2025. 1 Hr/Mo; All During Trading Hours. Personal Operating LLC for Independent Contractor Business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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