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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-17 |
Branch Locations
1512 W Chicago Ave Ste 1, Chicago, IL 60642 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chicago | IL | 08/2017 | 01/2018 |
| Jc Rivera, Inc. | Chicago | IL | 07/2016 | 04/2021 |
| Raymond James Financial Services, Inc. | Chicago | IL | 01/2018 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Chicago | IL | 01/2018 | 04/2023 |
| Next Retirement Solutions | Chicago | IL | 09/2017 | Present |
| The Bear Champ Inc. | Chicago | IL | 07/2016 | Present |
| Bmr Retirement | Chicago | IL | 01/2019 | Present |
| Concurrent Investment Advisors Llc | Chicago | IL | 04/2023 | Present |
Name of Business: PURSHE KAPLAN STERLING INVESTMENTS (PKS) Address: 1512 W Chicago Ave Ste 1 Chicago, IL 60642, Activity Type: Registered Representative Position/Title: Register Representative Investment Related: Yes Start Date: 03/31/2023 Hours per month devoted to this business 6 Hours per month devoted to this business during trading hours: 2 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-14 |
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