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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-11 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5200 N. Palm Avenue Suite 312, Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fresno | CA | 06/2009 | 01/2021 |
| Morgan Stanley Smith Barney | Frenso | CA | 06/2009 | 01/2021 |
| Raymond James Financial Services | Fresno | CA | 01/2022 | 04/2023 |
| Raymond James Financial Services Advisors | Fresno | CA | 01/2022 | 04/2023 |
| Unemployed | Fresno | CA | 01/2021 | 09/2021 |
| Ccis Insurance Group | Fresno | CA | 09/2021 | 02/2022 |
| Concurrent Investment Advisors Dba Fig Garden Wealth Mgmt | Fresno | CA | 01/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
| Raymond James Financial Services | Fresno | CA | 02/2022 | 03/2023 |
| Concurrent Investment Advisors Llc | Fresno | CA | 04/2023 | Present |
1) Concurrent Investment Advisors, LLC dba Fig Garden Wealth Management Group. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2022. 160hrs/month; all during trading hours. Operations support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-19 |
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