Nathan Matthew Lenz

Current Employers

Employment History

• 07/2018 → 06/2022
  Wealthshield Llc
  Cary, NC
• 08/2016 → 12/2022
  I&A Consulting
  St. Petersburg, FL
• 10/2022 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 03/2023 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Tampa, FL
• 07/2024 → Present
  Concurrent Asset Management Llc
  Tampa, FL

Previous Registrations

• 2018-07-31 → 2022-06-01
  Wealthshield Llc
  Cary, NC
• 2013-12-05 → 2016-08-17
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2011-06-13 → 2012-06-06
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2008-02-29 → 2010-03-29
  Avantax Advisory Services
  St. Petersburg, FL

Other Businesses

Concurrent Founding Partners, LLC Start Date: 01/2022 : Address: 100 S. Ashley Drive, Suite 830;, Tampa, FL, 33602 Position: Owner Purshe Kaplan Sterling Investments, Inc. Start Date: 3/2023: Address: 100 S. Ashley Drive, Suite 830;, Tampa, FL, 33602 Investment Related: Yes: Duties: Provides operational and administrative support for billing and tracking of assets. Imprint Wealth LLC: Start Date: 04/2022; Address: 100 S. Ashley Drive, Suite 830;, Tampa, FL, 33602 Investment Related: Yes: Duties: Provides operational and administrative support for billing and tracking of assets. Makari Group LLC; Start date with business: 2019-01-31; Location of the business: 100 2nd Ave S St. Petersburg FL 33701 United States; investment related: No; Description of the business: External Recruiting Firm. Concurrent Asset Management LLC; Investment-related: Yes; Tampa, FL; Investment Advisor; Chief Executive Officer; Start Date: 07/2024; Hours per month devoted during trading hours: 20; Hours per month devoted outside trading hours: 0.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-09

Other Names

• Nate Lenz