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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
12730 High Bluff Drive Suite 160, San Diego, CA 92130 • United States
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 | San Diego | CA | 05/2016 | 03/2023 |
| Next Retirement Solutions | San Diego | CA | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 06/2016 | 03/2023 |
| Concurrent Investment Advisors Llc | San Diego | CA | 05/2023 | Present |
1) Sole owner of property for rent. Monthly rent from the apartment unit. 2) PURSHE KAPLAN STERLING INVESTMENTS (PKS) Address: This would be the advisors office location Activity Type: Registered Representative Position/Title: Register Representative Investment Related: Yes Start Date: 03/31/2023 Hours per month devoted to this business: 4-6 Hours per month devoted to this business during trading hours: 2 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-01 |
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