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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | St Petersburg | FL | 06/2014 | 01/2017 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 01/2017 | 04/2019 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 01/2017 | 04/2019 |
| Raymond James & Associates, Inc | St Petersburg | FL | 04/2019 | 07/2024 |
| Raymond James Financial Services | St Petersburg | FL | 04/2019 | 07/2024 |
| Raymond James Financial Services Advisors | St Petersburg | FL | 04/2019 | 07/2024 |
| Unemployed | Bradenton | FL | 07/2024 | 09/2024 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 09/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2024 | Present |
1) Concurrent Investment Advisors, LLC. Investment-related. At registered location. RIA. Compliance Associate Director. 9/2024. 160 hrs/month. 160/hrs during securities hrs. Compliance review.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-21 |
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