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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-17 |
Branch Locations
8652 State Road 70 East, Bradenton, FL 34202 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 04/2014 | 05/2017 |
| Wells Fargo | Sarasota | FL | 05/2017 | 11/2019 |
| Raymond James Financial Services, Inc | St. Petersburg | FL | 11/2019 | 05/2023 |
| Raymond James Financial Services Advisor, Inc | St. Petersburg | FL | 11/2019 | 05/2023 |
| Ennistymon Llc | Bradenton | FL | 11/2019 | Present |
| Concurrent Advisors Dba Family Wealth Solutions | Bradenton | FL | 11/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | FL | 04/2023 | Present |
1) Ennistymon LLC. Investment Related. 8652 SR 70, Bradenton, FL, 34202-4105, United States. Support Company - Non Owner. Other. 11/01/2019. Hrs/month 21-40 all during trading hours. Client Services Manager. 2) Concurrent Advisors DBA Family Wealth Solutions. Investment Related. 8652 SR 70, Bradenton, FL, 34202-4105, United States. RIA / Support Company - Non Owner. IAR / Other. 11/01/2019. Hrs/month 160 all during trading hours. Client Services Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-05 |
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