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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-30 |
Branch Locations
810 Brown St Suite C, Columbus, IN 47201 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Columbus | IN | 03/2013 | 08/2019 |
| Raymond James Financial Services, Inc. | Columbus | IN | 08/2019 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Columbus | IN | 08/2019 | 10/2024 |
| Engelstad Wealth Advisors | Columbus | IN | 02/2013 | 10/2024 |
| Concurrent Investment Advisors D/B/A Engelstad Wealth Advisors | Columbus | IN | 10/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2024 | Present |
1)Concurrent Investment Advisors d/b/a Engelstad Wealth Advisors, Inc. Investment Related. At the registered location. RIA. Owner. IAR. 02/26/2013. 160. 140. Financial advisor, planning and advising clients for their long-term goals and needs. 2) Our Brides, LLC. Not Investment Related. At the reported locations. Rental property. Business Owner. Officer - CEO.12/22/2012. 2-10. 0-1. Maintain office space, collect rent, pay property taxes 3.)Fixed Insurance. Investment Related. At the registered location. Independent Insurance Agency. Agent. Agent.10/2024.1.1. Provide insurance advice based on the needs of client(s). 4) PKSF. Investment Related. At the registered location. Independent Insurance Agency. Agent. Agent.10/2024.1.1. Provide insurance advice based on the needs of client(s). 5)Ivy Tech Foundation Board Director. Not investment related. 2820 N Meridian St, Indianaoplis IN 46208.Charitable or Non-Profit Organization. Board member. Member. 9/2020.1.1.Bringing awareness of Ivy Tech to community members. 6) Engelstad Wealth Holdings LLC. At the registered location. Pass through entity for Merchant investment. 10/2024. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
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