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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-29 |
Branch Locations
Pinecrest, FL • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
10701 Sw 68Th Avenue, Pinecrest, FL 33156 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 10/2015 | 09/2017 |
| Raymond James Financial Services, Inc. | Miami | FL | 09/2017 | 06/2023 |
| Raymond James Financial Services Advisors Inc. | Miami | FL | 10/2017 | 06/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | Present |
| Concurrent Investment Advisors | Coral Gables | FL | 06/2023 | Present |
| Concurrent Asset Management, Llc | Tampa | FL | 09/2024 | Present |
1. PKS. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 6/2023. 2 hrs/month all during trading hours. Provide insurance advice to based on the needs of clients. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 6/2023. 2 hrs/month all during trading hours. Provide insurance advice to based on the needs of clients. 3. Name of Business: MEDALLION ADVISORY, INC. Address: : 10701 SW 68th Avenue, Pinecrest, FL 33156, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: Yes Start Date: 03/11/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Just for s-corp accounting 4. Concurrent Asset Management, LLC. Investment Related. At Registered Location. Affiliated Asset Management RIA. President. 07/13/2024. 12.12. Working to develop and implement investment strategies that align with entity's objectives and market conditions. Ensuring that investment decisions are sound and meet regulatory and ethical standards. 5. Capital Group Advisor Board. Member. Not Investment Related. 11100 Santa Monica Blvd LA, CA. Advisory Board. 03/06/2025. 0 Hours per month devoted to this business. 6. Concurrent Investment Advisors DBA Venn Wealth Management. Investment Related. at registered address. RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-02 |
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