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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
12651 High Bluff Drive Ste 250, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Raymond James | San Diego | CA | 05/2016 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 06/2016 | 05/2023 |
| Concurrent Retirement Solutions | San Diego | CA | 01/2021 | Present |
| Next Retirement Solutions | San Diego | CA | 05/2016 | Present |
| Concurrent Investment Advisors Dba Next Retirement Solutions | Tampa | FL | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | Present |
(1) Concurrent Investment Advisors, LLC d/b/a NEXT Retirement Solutions //Address: 12730 High Bluff Dr Ste 160, San Diego, CA, 92130, / Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a partner/owner of Concurrent (2) Concurrent Partners 1 // Yes // Address: 12730 High Bluff Drive, San Diego, CA, 92130, // CP1 is a holding comp. that invests in Concurrent Investment Advisors LLC // Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1/Passive Investor / Description of duties: None (3) Concurrent Retirement Solutions Address: 12651 High Bluff Drive, San Diego, CA, 92130, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a partner in CRS. (4)Next Retirement Solutions // Address: 12730 HIgh Bluff Dr #160, San Diego, CA, 92130, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 05/27/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Co-Owner and Financial Advisor (5)Santa Barbara Country Club // Address: 533 Verbena Ct, Encinitas, CA, 92024, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discuss and review owned commercial real estate properties and leases. (6) "Concurrent Investment Advisors, LLC d/b/a NEXT Retirement Solutions, LLC // Yes // 12730 High Bluff Dr. Suite 160 San Diego, CA 92130 / Advisory for retirement plan / Partner / VP Relationship Mgmt/Partner/ 05.31.2023/ 160 hr per month / 8 hr day / Provide investment advisory consulting to retirement plans 7) Next Retirement Holdings LLC. Investment Related. At registered location. Start date: 02/04/2025. Partner. Less than 5 hours per month, all during business hours. Support company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
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