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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-25 |
Branch Locations
4900 Woodway Drive Suite 1250, Houston, TX 77056 • United States
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 |
|---|---|---|---|---|
| Integrity Viking Funds | Minot | ND | 11/2014 | 05/2018 |
| Corridor Investors, Llc | Minot | ND | 11/2014 | 05/2018 |
| Wells Fargo | Houston | TX | 05/2018 | 01/2022 |
| Raymond James | Houston | TX | 01/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 01/2022 | 04/2023 |
| Wealth Partners Alliance | Houston | TX | 01/2022 | Present |
| Concurrent Advisors | Houston | TX | 01/2022 | 04/2023 |
| Concurrent Investment Advisors Llc | Houston | TX | 04/2023 | Present |
(1)Name of Business: Heights Wealth Holding LLC Address: 1211 Hyde Park Blvd, Houston, TX, 77006-1207, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 01/13/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Heights Wealth Management, LLC Address: 1211 Hyde Park Blvd, Houston, TX, 77006-1207, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/13/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Operating company for office space and expenses. This is not a DBA and will not be publicly displayed to clients (3)Name of Business: MMH Financial LLC Address: 2835 Clinton Dr., Houston, TX, 77020, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Personal LLC for tax purposes and to pay Heights Wealth Management. Will not be presenting to the public (4)Name of Business: Wealth Partners Alliance, LLC Address: 1211 Hyde Park Blvd, Houston, TX, 77006-1207, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/13/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Partner with future equity to be discussed later
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-22 |
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