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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-04 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
3250 West Market Street Suite 105, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Akron | OH | 11/2009 | 01/2020 |
| 1858 Wealth Management, Llc | Akron | OH | 01/2020 | Present |
| Concurrent Investment Advisors, Llc | Akron | OH | 12/2025 | Present |
1858 Wealth Management; Investment Related; 3250 West Market Street, #105, Akron OH 44333; Partner; 01/2020; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services and general business administration will be conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
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