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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
831 E Morehead St Suite 460, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 02/2021 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 02/2021 | 03/2026 |
| Concurrent Investment Advisors, Llc | Charlotte | NC | 03/2026 | Present |
| Nine Bridge Financial Partners | Charlotte | NC | 05/2020 | Present |
BASSWOOD CREEK FARMS, NOT INV RELATED, GASTONIA, NC, 100% OWNERSHIP, START 5/1/2020, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING, ARGICULTURE. NINE BRIDGE FINANCIAL PARTNERS, LLC, INVT RELATED, CHARLOTTE, NC, 33.33% OWNERSHIP, START DATE 2/5/2021, 160 HRS PER MONTH, 7 HRS DURING TRADING, LLC under which general business administration and advisory services are conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-17 |
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