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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-09 |
Branch Locations
602B Main Street, Pineville, LA 71360 • 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 |
|---|---|---|---|---|
| Lourdmurray | Los Angeles | CA | 07/2013 | 03/2026 |
| Hightower Advisors Llc | Chicago | IL | 07/2019 | 03/2026 |
| Concurrent Investment Advisors, Llc | Baton Rouge | LA | 03/2026 | Present |
| Patricof Wealth | Baton Rouge | LA | 03/2026 | Present |
Acumen Co; Investment Related: Yes; 4658 Bluebonnet Blvd Ste B, Baton Rouge, LA 70769; Support Company/DBA; Relationship Manager; 03/06/2026; 160 hrs/mo; 140 trading hrs/mo; Perform advisory services and administration under the DBA name of Patricof Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-25 |
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