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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-06 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
150 N. Radnor Chester Rd. Suite F-200, Radnor, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Conschhocken | PA | 01/2014 | 10/2025 |
| Concurrent Investment Advisors Llc | Radnor | PA | 10/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 10/2025 | Present |
1. Concurrent Investment Advisors DBA Cornerstone Private Wealth Partners. Investment related. At registered location. RIA. Financial advisor. Start date: 10/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. Start date: 10/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-31 |
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