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RIA / WealthAdvisorCertified Financial Planner21 years in industry

PRESTON DAVID CHERRY

Advisor at CONCURRENT WEALTH MANAGEMENT

HOUSTON, TX

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Search this name across graphsid dfx:ria:7a6c5b30-e089-efa6-fe49-9fd207bf290b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 22, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCURRENT WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 26, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 26, 2005
First registration: May 22, 2008
Dual registered: no
IAPD individual key: 2926829

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT WEALTH MANAGEMENT	State registered	Jun 18, 2018	n/a	yes	HOUSTON, TX	Current employment
SALIENT CAPITAL ADVISORS, LLC	Former SEC adviser	Sep 19, 2012	Feb 8, 2016	no	HOUSTON, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Feb 18, 2010	Aug 11, 2011	no	KNOXVILLE, TN	Previous registration
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	State registered	Jul 25, 2008	Oct 9, 2009	no	HOUSTON, TX	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	May 22, 2008	Apr 1, 2009	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SALIENT CAPITAL ADVISORS, LLC	CONCURRENT WEALTH MANAGEMENT	Feb 8, 2016	Jun 18, 2018	861	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	SALIENT CAPITAL ADVISORS, LLC	Aug 11, 2011	Sep 19, 2012	405	Firm change after gap	Other
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	NFP ADVISOR SERVICES, LLC	Oct 9, 2009	Feb 18, 2010	132	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	Apr 1, 2009	Jul 25, 2008	-250	Firm change after gap	Other

Relationships

Registered with (5)

→ CONCURRENT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 18, 2018 to presentfactForm ADV
→ SALIENT CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 19, 2012 to Feb 8, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Feb 18, 2010 to Aug 11, 2011factForm ADV
→ WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Jul 25, 2008 to Oct 9, 2009factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
May 22, 2008 to Apr 1, 2009factForm ADV

Dated events

No dated event names this entity yet.