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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 01/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 03/2020 | 01/2025 |
| Concurrent Investment Advisors, Llc | Dallas | TX | 01/2025 | Present |
| Wealth Partners Alliance | Dallas | TX | 01/2025 | Present |
Wealth Partners Alliance - Independent Contractor, start date 1/2025. Tutelas Financial, 12240 Inwood Rd, Suite 400, Dallas, TX 75244, Position: Owner, Investment Related: - Yes, Owner of DBA investment related business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-19 |
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