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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-30 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 08/2012 | 09/2017 |
| Raymond James Financial Services, Inc. | South Miami | FL | 09/2017 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | South Miami | FL | 10/2017 | 04/2023 |
| Ameriprise | Miami | FL | 08/2012 | 09/2017 |
| Concurrent Investment Advisors Llc D/B/A Venn Wealth Management | Coral Gables | FL | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | Present |
Concurrent Investment Advisors, LLC d/b/a Venn Wealth Management // Investment related // At Registered Branch Office Location // Investment / Advisor / Owner /05.2023 / / 160 hr/mo / 8 hr during trading / Investments and insurance. Fixed Insurance / Investment Related / fixed business /Agent / Agent / 05.2023 / 10 hrs/month / 1 hr during trading/ sell life and disability insurance to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-24 |
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