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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
3555 Timmons Lane Ste 900, Houston, TX 77027 • 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 | Houston | TX | 09/2011 | 07/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2026 |
| Hamilton Institutional Consulting | Tampa | FL | 07/2026 | Present |
| Concurrent Investment Advisors, Llc | Tampa | FL | 07/2026 | Present |
Hamilton Institutional Consulting; Investment Related: Yes; Address same as office location; Support Company/DBA; Owner; Managing Partner/Senior Institutional Consultant; 05/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration will be conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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