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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
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 |
|---|---|---|---|---|
| Ubs | Dallas | TX | 01/2017 | 05/2017 |
| Southern Methodist University | Dallas | TX | 08/2013 | 05/2017 |
| Unemployed | Tx | TX | 05/2017 | 09/2017 |
| Ubs | Dallas | TX | 09/2017 | 02/2019 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 02/2019 | 04/2023 |
| Raymond James Financial Services, Inc. | Dallas | TX | 02/2019 | 04/2023 |
| Hout | Dallas | TX | 02/2021 | Present |
| Concurrent Advisors | Dallas | TX | 02/2019 | 04/2023 |
| Concurrent Investment Advisors | Dallas | TX | 04/2023 | Present |
| Wealth Partners Alliance | Dallas | TX | 05/2019 | Present |
| Concurrent Advisors | Dallas | TX | 04/2022 | 04/2023 |
Episcopal School or Dallas- Seasonal Rowing Assistant Coach- 10hrs Heyman Enterprises: Non-Investment Related - Sole proprietorship - Start date 11.29.2024 - 1 Hour a month - 0 hours during trading - E-Commerce business that focuses on selling traditional everyday products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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