Breakaway
Winstone Wealth Partners
Raymond James Financial Services → Concurrent Investment Advisors
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
InvestmentNews ↗Sep 21, 2026 · Reporting
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.
Oct 2, 2026Source evidence reconciled