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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
12730 High Bluff Drive Suite 160, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Diego | CA | 05/2016 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 06/2016 | 05/2023 |
| Next Retirement Solutions | St. Charles | MO | 05/2016 | Present |
| Concurrent Investment Advisors Llc | San Diego | CA | 05/2023 | Present |
(1)Name of Business: Next Retirement Solutions Address: 2004 Avignon Ct, St Charles, MO, 63303, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/27/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; 140 E Tyler St, Ste 240, Longview, TX, 75601; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; Percentage of total yearly compensation expected to be derived from the business: Commissions;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
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