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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| OR | RA | APPROVED | 2023-04-21 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
10200 Sw Greenburg Road Suite 300, Portland, OR 97223 • 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 |
|---|---|---|---|---|
| Lpl Financial | Portland | OR | 11/2009 | 10/2018 |
| Raymond James Financial Services Advisors, Inc. | Portland | OR | 10/2018 | 04/2023 |
| Raymond James Financial Services, Inc. | Portland | OR | 10/2018 | 04/2023 |
| Concurrent Investment Advisors Llc Dba Columbia Associates Wm | Tampa | FL | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
| Etr Financial Llc | Portland | OR | 11/2020 | Present |
(1) Concurrent Investment Advisors DBA Columbia Associates Wealth Management Group. Investment Related. 10200 SW Greenburg Rd Ste 300, Portland, OR, 97223, United States. RIA. Financial Advisor/Partner. 10/18/2019. 160 hrs/month all during trading hrs. Providing investment advice. (2) ETR Financial LLC. Not Investment Related. 10200 SW Greenburg Rd Ste 300, Portland, OR, 97223, United States. Holding Company. Partner/Owner. 11/03/2020. 0-1 hrs/month all during trading hrs. Running payroll. (3)RMG Financial Services. Not Investment Related. 9050 SW 182nd Ave, Beaverton, OR, 97007, United States. Holding Company. Owner. 11/03/2020. 0-1 hr/month all during trading hrs. Running payroll. (4) Concurrent Partners 1 (CP1). Investment Related. 10200 SW Greegburg Rd, Suite 300, Portland OR, 97223. Holding Company. Owner. 12/30/21. 1 hr/month all during trading hrs. Passive Investor. (5) Fixed Insurance. Not Investment Related. At registered location. Fixed/traditional Insurance. Agent. 4/18/2023. 2 hrs/month all during trading hrs. Fixed/Traditional insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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