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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
12240 Inwood Road 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 |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 06/2006 | 07/2024 |
| Ipi Wealth Management | Decatur | IL | 06/2006 | 05/2024 |
| Concurrent Investment Advisors, Llc Dba Wealth Partners Allianc | Dallas | TX | 06/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Fixed Insurance. Investment Related. At the registered location. Insurance. Agent. Agent. 5. 5. Provide insurance advice based on the needs of client(s). 2. Concurrent Investment Advisors dba Wealth Partners Alliance; Yes; 12240 Inwood Road, Suite 200 Dallas, TX 75231; RIA; Wealth Manager; 06/2024; 120; 120; Wealth management and financial planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-25 |
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