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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Dallas | TX | 03/1997 | 04/2019 |
| Raymond James Financial Services | Dallas | TX | 04/2019 | 04/2023 |
| Concurrent Investment Advisors, Llc Dba Wealth Partners Alliance | Dallas | TX | 05/2019 | Present |
| Mpm Interests, Llc | Dallas | TX | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
1) Concurrent Investment Advisors, LLC dba Wealth Partners Alliance. Investment-related. At registered location. RIA. Financial Advisor. Start date: 05/2019. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 05/2019. 4hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) MPM Interests, LLC. Not investment-related. At registered location. Holding Company. Partner. Start: 05/2019. 1 hr/month; all during trading hours. Support company. 4) ATP Final Four, LLC. Not investment-related. Located in Roanoke, Texas. Trampoline Parks. Passive Investor. Start: 03/2018. 0 hr/month. Passive investor. 5) L13R, LLC. Not investment-related. Located in Argyle, TX. Owner of estate planning entity. Start 11/12/2024. 0 hr/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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