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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-17 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
17266 Mack Avenue Suite A, Grosse Pointe, MI 48230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Grosse Pointe Woods | MI | 01/1998 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Grosse Pointe Woods | MI | 11/2016 | 01/2018 |
| Raymond James Financial Services, Inc. | Grosse Point | MI | 01/2018 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Grosse Pointe | MI | 01/2018 | 04/2023 |
| Next Retirement Solutions | Grosse Pointe | MI | 01/2018 | 04/2023 |
| Concurrent Advisors | Grosse Point | MI | 03/2020 | Present |
| Bmr Retirement | Grosse Pointe | MI | 09/2018 | Present |
| Bmr Retirement | Grosse Pointe | MI | 03/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
1. Concurrent Investment Advisors LLC d/b/a BMR Retirement Group LLC Investment Related: No Address: At registered Location Nature of the Business: RIA Position/Title: Compliance Manager Start Date: 09/11/2018 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: All NYSE Market Trading hours Description of duties: RIA Compliance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
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