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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-02 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
310 120Th Ave Ne Ste 200, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bellevue | CA | 06/2000 | 06/2025 |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 01/2012 | 06/2025 |
| Alden Capital Management, Llc | Bellevue | WA | 06/2000 | 05/2025 |
| Alden Capital Management Llc | Bellevue | WA | 01/2017 | 03/2025 |
| Concurrent Investment Advisors Dba Alden Capital Management Llc | Bellevue | WA | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1. Concurrent Investment Advisors d/b/a Alden Capital Management LLC. Investment-related. At registered location. RIA. IAR. 05/2025. 160 hrs/month. 160 hrs during trading hrs. Investment advisor. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 05/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3.) Purshe Kaplan Sterling (PKS) - Investment Related - At Registered Location - BD Relationship. 5/2025 - BD For annuities & Brokerage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-13 |
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