What changed

Founder and CEO of Winstone Wealth Partners; moved with team from Raymond James Financial Services to Concurrent, managing more than $425 million.

Reported / discovered

Sep 21, 2026

Effective

Not reported

New role

Founder and CEO, Winstone Wealth Partners

Previous role

Not reported

Market

Houston, TX

Reported book

$425M

Reported team size

5 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.