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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc. | Jacksonville | FL | 10/2013 | 12/2021 |
| Raymond James & Associates | Jacksonville | FL | 12/2021 | 02/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | Present |
| Concurrent Investment Advisors Llc Dba T7 Legacy | Tampa | FL | 02/2024 | Present |
1) Concurrent Investment Advisors LLC dba T7 Legacy. Investment Related. 100 S. Ashley Dr Ste 830 Tampa, Florida 33602. Registered Investment Advisor. Position - Financial Advisor. Title - Partner. 2/1/2024. Hrs/month 200 with 160 during trading hours. Manage the finances of clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 1/31/2024. Hrs/month 2 all during trading hours. Provide insurance advice based on the needs of client(s). 3) PKSF. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 1/31/2024. Hrs/month 2 all during trading hours. Provide insurance advice based on the needs of client(s). 4) GENT Legacy LLC. Investment Related. 4320 Deerwood Lake Parkway, Ste 101-428, Jacksonville, FL 32216. Support company for Concurrent/Merchant deal. 02/2024. Hrs per month 1, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-27 |
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