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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-11 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Fresno | CA | 06/2013 | 01/2019 |
| Raymond James Financial Services Advisors, Inc. | Fresno | CA | 01/2019 | 04/2023 |
| Raymond James Financial Services, Inc. | Fresno | CA | 01/2019 | 04/2023 |
| Concurrent Investment Advisors, Llc Dba Fig Garden Wealth Manage | Fresno | CA | 12/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
| Raymond James | Fresno | CA | 01/2019 | 04/2023 |
| Concurrent Investment Advisors Llc | Tampa | FL | 04/2023 | Present |
1) Concurrent Investment Advisors, LLC dba Fig Garden Wealth Management. Investment-related. At registered location. RIA. President. Start date: 12/2020. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 12/2020. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) B. Serimian LLC. Not investment-related. At registered location. Holding Company. Owner. Start: 04/2023. 10 hrs/month; all during trading hours. LLC for business / tax benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-21 |
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