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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12240 Inwood Road Suite 200, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2007 | 02/2022 |
| Raymond James Financial Services, Inc. | Dallas | TX | 02/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 02/2022 | 04/2023 |
| Concurrent Investment Advisors Llc Dba Wealth Alliance Partners | Tampa | FL | 02/2022 | Present |
| Pks Investments | Albany | NY | 04/2023 | Present |
1) Concurrent Investment Advisors, LLC dba Wealth Alliance Partners. Investment-related. At registered location. RIA. Wealth Advisor. Start date: 02/2022. 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: 02/2022. 4hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Rental Property. Not investment-related. Located at 4331 South Capistrano, Dallas, TX 75287.Rental Property. Owner. Start: 4 hr/month; none during trading hours. Schedule repairs that property may need. 4) Trinity Capital Management LLC. Located at registered address. Investment-related. Start Date 2/2022. Support company for advisory business. 5) Trinity Capital Management Holdings LLC Investment related Located at registered address Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-24 |
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