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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-21 |
| FL | RA | APPROVED | 2023-05-16 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | St. Petersburg | FL | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Petersburg | FL | 11/2016 | 11/2019 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 11/2019 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 11/2019 | 05/2023 |
| Ennistymon Llc | Bradenton | FL | 02/2020 | Present |
| Family Wealth Solutions Llc | St. Petersburg | FL | 11/2019 | Present |
| Wells Fargo Advisors | St. Petersburg | FL | 05/2010 | 11/2019 |
| Raymond James | St. Petersburg | FL | 11/2019 | 05/2023 |
| Concurrent Investment Advisors Llc D/B/A Family Wealth Solutions | Bradenton | FL | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1. Concurrent Investment Advisors LLC d/b/a Family Wealth Solutions LLC. Investment Related. At Registered Location. RIA. IAR. 05/2023. 160 Hrs/Mo; All During Trading Hours. Financial Advisor. Advisory Fees. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed Insurance Solutions. Agent. 05/2023. 15 Hrs/Mo; All During Trading Hours. Provide Insurance Solutions to Clients. Commissions. 3. Ennistymon, LLC. Not Investment Related. At Registered Location. Operating/Support Company. Owner. 02/2020. 2 Hrs/Mo; 1 Hr During Trading Hours. Support Company that Provides Services to FA and Collects Overrides w/ Concurrent. No Compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-12 |
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