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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| CA | RA | APPROVED | 2023-04-10 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5200 N. Palm Ave Suite 312, Fresno, CA 93704 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fresno | CA | 01/2014 | 11/2017 |
| Raymond James Financial Services,Inc | Fresno | CA | 11/2017 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Fresno | CA | 11/2017 | 04/2023 |
| Concurrent Investment Advisors Dba Fig Garden Wealth Management | Fresno | CA | 04/2023 | Present |
| Fig Garden Wealth Management | Fresno | CA | 03/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
(1) Concurrent Investment Advisors dba Fig Garden Wealth Management Group. Investment related. 5200 N Palm Ave Ste 312, Fresno, CA, 93704. RIA. Investment advisor. 12/02/2020. 160 hrs/month all during trading hrs. Financial planning and portfolio management. (2)R Anthony Camacho Advisory Services, Inc. Not investment related. Address: 5200 N Palm Ave Ste 312, Fresno, CA, 93704. Holding Company. Owner. 11/15/2017. 20 hrs month with 0 during trading hrs. Support Company for tax filing (3) Fixed Insurance. Not investment related. At registered location. Fixed/traditional insurance sales. Agent. 4/11/2023. 10 hrs/month all during trading hrs. Provide insurance advice based on needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-24 |
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