Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-08 |
| OR | RA | APPROVED | 2023-04-18 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
10200 Sw Greenburg Road Suite 300, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Portland | OR | 12/2007 | 10/2019 |
| Raymond James Financial Servives Advisors, Inc. | Portland | OR | 10/2019 | 04/2023 |
| Raymond James Financial Servives, Inc. | Portland | OR | 10/2019 | 04/2023 |
| Concurrent Advisors | Portland | OR | 10/2019 | 04/2023 |
| Columbia Associates Wealth Management Group Support Company/Dba | Portland | OR | 10/2019 | Present |
| Etr Financial | Portland | OR | 01/2011 | Present |
| Concurrent Investment Advisors Llc | Portland | OR | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
(1) Concurrent Investment Advisors dba Columbia Associates Wealth Management Group. Investment Related. At registered location. RIA. Support Company. Owner. 10/18/2019. 160 hrs/month all during trading hours. Financial advisor that manages client accounts. (2) Fixed Insurance. Not Investment Related. At registered location. Fixed/traditional insurance. Agent. 4/28/2023. 2 hours/month all during trading hours. Provide insurance advice based on the needs of clients. (3) Concurrent Partners 1 (CP1). Investment Related. At registered location. Holding company. Passive investor. Partner. 02/05/2021. 1 hr/month all during trading hours. Passive investor. (4) ETR Financial. Not investment related. At registered location. Operating/support company. Partner. 01/03/2011. 1 hr/month all during trading hours. I run my business expenses through this LLC along with Rob Musante who is the other partner in the LLC. (5) PKSF. Not Investment Related. At registered location. Fixed/traditional insurance. Agent. 4/28/2023. 2 hours/month all during trading hours. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-08 |
Reach out to this advisor