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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2023-06-19 |
Branch Locations
4250 North Fairfax Drive Suite 600, Arlington, VA 22203 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Washington | DC | 06/2009 | 08/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 08/2021 |
| Raymond James Financial Services, Inc. | Washington | DC | 08/2021 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | Washington | DC | 08/2021 | 05/2023 |
| Concurrent Advisors | Washington | DC | 08/2021 | 05/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2020 | 08/2021 |
| Concurrent Investment Advisors Llc Dba Adalan Private Wealth | Arlington | VA | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | Present |
1) Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 6/8/2023. 5 hours/month all during trading hours. Provide insurance advice based on the needs of clients. 2) Concurrent Investment Advisors LLC dba Adalan Private Wealth. Investment Related. At Registered Location. Investment Advisor through Outside RIA. IAR/Financial Advisor. 6/8/2023. 160 hours/month all during trading hours. Provide fee based investment advice. 3) SJD Partners, LLC. Investment Related - Yes. At registered location. Holding Company LLC. Owner. 11/27/2023. 1-5 hours. 0 hrs during trading hrs. This is an LLC, which will be used to invest in various passive private investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-06 |
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