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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1400 Post Oak Road, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two Seam Transportation | Houston | TX | 11/2023 | 01/2024 |
| Memorial High School | Houston | TX | 07/2016 | 05/2019 |
| Two Seam Transportation | Houston | TX | 07/2022 | 08/2022 |
| University Of Texas At San Antonio | San Antonio | TX | 05/2022 | 05/2024 |
| Houston Foam Plastics | Houston | TX | 06/2017 | 08/2017 |
| Rbc Wealth Management | San Antonio | TX | 03/2024 | 05/2024 |
| Fidelity Brokerage Services Llc | Houston | TX | 06/2024 | 01/2026 |
| Two Seam Transportation | Houston | TX | 11/2022 | 12/2022 |
| Mbrace Technology | Houston | TX | 12/2020 | 12/2021 |
| Angelina College | Lufkin | TX | 08/2019 | 12/2020 |
| Temple College | Temple | TX | 08/2020 | 05/2022 |
| Strategic Advisers Llc | Houston | TX | 06/2025 | 01/2026 |
| Raymond James Financial Services Llc | Houston | TX | 01/2026 | 07/2026 |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 01/2026 | 07/2026 |
| Concurrent Investment Advisors, Llc | Houston | TX | 07/2026 | Present |
| Winstone Wealth Partners | Houston | TX | 01/2026 | Present |
(1)Name of Business: Winstone Wealth Partners Address: 1400 Post Oak Blvd Ste 150, Houston, TX, 77056, United States Activity Type: Support Company - Non Owner Position/Title: Financial Advisor Investment Related: Yes Start Date: 01/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Relationship Manager- assist with client request and provide support to an advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
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