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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 |
| IL | RA | APPROVED | 2023-04-12 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
155 N Wacker Dr Suite 4250, Chicago, IL 60657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Securities, Llc | Chicago | IL | 10/2008 | 05/2017 |
| Raymond James | Chicago | IL | 05/2017 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Chicago | IL | 05/2017 | 04/2023 |
| Next Retirement Solutions | Chicago | IL | 05/2017 | Present |
| Grh Llc | Chicago | IL | 05/2017 | Present |
| Wells Fargo | Chicago | IL | 05/2009 | 05/2017 |
| Concurrent Investment Advisors Llc | Chicago | IL | 04/2023 | Present |
| Pks Investments | Albany | NY | 04/2023 | Present |
1.) Concurrent Investment Advisors LLC dba GRH Wealth Mgmt, Investment Related, At Registered Location RIA Financial Advisor Start 05/2017 160 hr/month all during trading hours. Provide financial advice 2.) Fixed Insurance Investment Related At Registered Location Fixed/Traditional Insurance Agent Start 05/2017 4 hrs/month all during trading hours Sale of fixed/traditional Insurance products. 3.) GRH Wealth Mgmt LLC Investment related Located at 155 N Wacker Dr Suite 4250 Chicago IL 60606 Holding Company Owner Start 04/2023 1 hr/month all during trading hours Holding Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
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