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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2023-08-22 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
9709 Lakeside Blvd Suite 375, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | College Station | TX | 05/2011 | 08/2023 |
| Raymond James Financial Services Advisors, Inc. | College Station | TX | 05/2011 | 08/2023 |
| Concurrent Investment Advisors Llc | The Woodlands | TX | 08/2023 | Present |
| Raymond James | St. Petersburg | FL | 07/2013 | 08/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2024 | 06/2026 |
1) Concurrent Investment Advisors d/b/a Tailormade Wealth Counsel. Investment Related. At Registered location. RIA. IAR. Start Date: 08/22/2023. 160 hrs/ month; all during trading hours. Advising Clients on Investments 2) Fixed Insurance. Investment Related. At Registered location. Fixed/ Traditional Insurance. Agent. Start Date: 06/26/2024. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) Wareing Financial Group, LLC. Not Investment Related. At Registered location. Operating LLC / Support Company. Owner. Start Date: 04/15/2011. 1 hr/ month; none during trading hours. This is a support company used for tax purposes only & is not a business name I hold out to the public 4) ILL Luxury LLC. Not Investment Related. At Registered location. Film/ Entertainment. Managing Member. Start Date: 10/01/2016. 1 hr/ month; all during trading hours. Develop Scripts / Film Production / Consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-03 |
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