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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
Branch Locations
1102 N. Main St. Suite 101, High Point, NC 27262 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | High Point | NC | 11/2014 | 04/2026 |
| Concurrent Investment Advisors, Llc | High Point | NC | 04/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2026 | Present |
1. Concurrent Investment Advisors d/b/a Montesa Wealth Management. Investment Related. At registered location. RIA. Financial Advisor. Start Date; 03/2026. 160 hrs per month, all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment Related. At registered location. Fixed/ traditional insurance. Agent. Start date; 03/2026. 10 hrs per month, all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-15 |
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