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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
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 | Ashton | MD | 11/2007 | 07/2026 |
| Raymond James Financial Services Advisors Inc. | Ashton | MD | 01/2009 | 07/2026 |
| Wike Financial, Llc Dba Potomac Financial Group | Beltsville | MD | 12/2012 | 09/2016 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2026 | Present |
| Wike Financial, Llc | Calverton | MD | 10/2012 | 07/2026 |
1. Concurrent Investment Advisors dba Potomac Financial Group. Investment related. At registered location. RIA. Financial advisor. Start date: 07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 07/2026. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
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