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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
| OK | RA | APPROVED | 2023-05-08 |
Branch Locations
3411 W Rock Creek Road Suite 100, Norman, OK 73072 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Norman | OK | 10/2012 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2022 |
| Raymond James Financial Services, Inc. | Norman | OK | 02/2022 | 05/2023 |
| Raymond James Financial Services Advisors, Inc | Norman | OK | 02/2022 | 05/2023 |
| Concurrent Investment Advisors Dba Heartland Wealth Management | Norman | OK | 02/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1. Concurrent Investment Advisors dba Heartland Wealth Management. Investment Related. 3411 W Rock Creek Road, Norman, Oklahoma, 73072. RIA. IAR/Financial Advisor. Start: 02/2022. 160 hrs/month all during trading hrs. Provide financial/investment advice to clients. 2. Fixed Insurance. Investment Related. 3411 W Rock Creek Road, Norman,Oklahoma, 73072. Fixed/traditional insurance. Agent. Start: 5/5/2023. 10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. Concurrent Partners 1.Investment-Related. At registered location. Holding Company. Passive Investor. Start: 02/2022. 1 hr/month; all during trading hours. Passive investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-11 |
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