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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-17 |
| SC | RA | APPROVED | 2025-03-17 |
Branch Locations
73 Simmons Lane Unit 8, Pawleys Island, SC 29585 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1415 W. Nc Highway 54, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2015 | 02/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2015 | 02/2025 |
| Arky & Miller Financial Group, Llc | Chapel Hill | NC | 07/2015 | Present |
| Concurrent Investment Advisors, Llc | Pawleys Island | SC | 02/2025 | Present |
1. Arky & Miller Financial Group; Investment Related Yes; 6320 Quadrangle Drive, Suite 205, Chapel Hill, NC 27517; Support company under which name advisory business is conducted; Non Owner; Partner; 07/2015; Hour/Mo: 160; Trading hours 140 2. Fixed Insurance - Investment Related - Yes - 6320 Quadrangle Drive, Suite 205, Chapel Hill, NC 27517 Independent Insurance Agent - 1 Hour devoted to business - 1 hour during trading hours - Sales of traditional and fixed insurance business. 3. Diane B. Bonner LLC - Investment Related - Yes - 6320 Quadrangle Drive, Suite 205, Chapel Hill, NC 27517, LLC for Advisory Business, 1 Hour devoted to business, all during trading hours 4. Diane B. Bonner Holdings, LLC - Investment Related - Yes - 6320 Quadrangle Drive, Suite 205, Chapel Hill, NC 27517, LLC for Advisory Business, 1 Hour devoted to business, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-26 |
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