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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
| CO | RA | APPROVED | 2023-11-13 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Canon City | CO | 04/2011 | 11/2023 |
| Raymond James Financial Services Advisors, Inc | Canon City | CO | 05/2011 | 11/2023 |
| Canon City Financial Services | Canon City | CO | 04/2011 | 11/2023 |
| Concurrent Investment Advisors, Llc | Canon City | CO | 11/2023 | Present |
| Maverick Wealth Advisors | Canon City | CO | 11/2023 | Present |
(1)Licensed Insurance Agent 2)Name of Business: Maverick Wealth Advisors. Address: 618 Macon Ave, Canon City, CO, 81212, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, Financial Advisor 3) Maverick Wealth Holdings, LLC Investment related Located at 618 Macon Ave, Canon City, CO 81212 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-11 |
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