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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
| NJ | RA | APPROVED | 2026-05-15 |
Branch Locations
1741 Ocoee Apopka Road Office 152, Apopka, FL 32703 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5 Greentree Center Suite 201, Marlton, NJ 08053 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Marlton | NJ | 11/2013 | 11/2016 |
| Wells Fargo Advisors | Marlton | NJ | 11/2013 | 05/2026 |
| Concurrent Investment Advisors, Llc | Marlton | NJ | 05/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2026 | Present |
1) Concurrent Investment Advisors d/b/a Game Plan Wealth Strategies, LLC. Investment-related. At registered location. RIA. Financial Advisor Managing Partner. Start date: 05/2026. 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: 05/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Game Plan Wealth Holdings, LLC; Investment Related: Yes; At registered location. Owner. Start date: 05/2026. 0 hrs/month. Support company for business administration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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