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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| FL | RA | APPROVED | 2023-05-11 |
Branch Locations
8470 Enterprise Circle, Lakewood Ranch, 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 | Bradenton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bradenton | FL | 11/2016 | 10/2021 |
| Raymond James Financial Services, Inc. | Bradenton | FL | 10/2021 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | Bradenton | FL | 10/2021 | 05/2023 |
| Concurrent Advisors | Bradenton | FL | 10/2021 | 05/2023 |
| Stella Maris Llc | Bradenton | FL | 10/2021 | Present |
| Wells Fargo Advisors | Lakewood Ranch | FL | 01/2008 | 10/2021 |
| Raymond James Financial Services | Bradenton | FL | 10/2021 | 05/2023 |
| Concurrent Investment Advisors Dba Family Wealth Solutions | Bradenton | FL | 05/2023 | 08/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
| Concurrent Investment Advisors D/B/A Lakewood Private Wealth | Bradenton | FL | 09/2025 | Present |
1. Concurrent Investment Advisors d/b/a Lakewood Private Wealth. Investment Related. at 8652 SR70 Bradenton, FL 34202-4105 United States. RIA. Senior Vice President/Financial Advisor. 09/2025 160 hrs/mo all during trading hours. Providing investment advice and financial planning to the public. 2. Concurrent Partners Partners 1. Not Investment Related. Address: 8652 SR 70, Bradenton, FL, 34202-4105, United States. Holding Company. Partner. 12/31/2021. 4 hrs/mo all during trading hours. Passive investment into RIA structure. 3. Stella Maris LLC. Not investment related. 8652 SR 70, Bradenton, FL, 34202-4105, United States. Operating LLC/Support Company. Manager/CEO. 10/11/2021. 0-1 hrs/mo all during trading hours. Support company used for tax purposes. 4. Fixed Insurance. Not investment related. 8652 SR70 Bradenton, FL 34202-4105 United States. Independent Insurance Agency. Agent. Fixed/traditional insurance. 5/5/2023. 10 hours/month all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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