Best Investors Account Sign in
Inactive

Kathryn Walker Buck Cannella

Concurrent Investment Advisors, LLC

Plainview, NY

Tampa, FL

Claim This Profile
Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-29
  • NY RA
    APPROVED
    Since 2024-11-29

Branch Locations

980 Old Country Rd, Plainview, NY 11803 • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Melville NY 05/2016 01/2017
Ameriprise Financial Services, Inc. Melville NY 05/2016 01/2021
Purshe Kaplan Sterling Investments Albany NY 02/2021 Present
Thrivent Advisor Network, Llc Plainview NY 01/2021 11/2024
Mike Greco Melville NY 05/2016 01/2017
Louis C. Ciliberti & Associates Plainview NY 01/2021 Present
Concurrent Investment Advisors, Llc Plainview NY 11/2024 Present
  • 05/2016 → 01/2017
    Mass Mutual Life Insurance Company
    Melville, NY
  • 05/2016 → 01/2021
    Ameriprise Financial Services, Inc.
    Melville, NY
  • 02/2021 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2021 → 11/2024
    Plainview, NY
  • 05/2016 → 01/2017
    Mike Greco
    Melville, NY
  • 01/2021 → Present
    Louis C. Ciliberti & Associates
    Plainview, NY
  • 11/2024 → Present
    Plainview, NY
Previous Registrations
Other Businesses

1) Concurrent Investment Advisors d/b/a Louis C Ciliberti & Associates, Investment Related, At registered location, DBA - Non Owner, 160 hrs/mo, 120 hrs/mo during trading. Support person in the office 2) Rental Real Estate Not Investment Related. 4 Mott Dr., Bellport, NY 11713. Rental Real Estate. Owner. 5/15/2017. 2 hrs/mo. 0 hrs during trading. My spouse and I own a rental house that we rent out. I keep the books and help with general maintenance and landscaping 3) Notary Public; Not Investment Related; At registered location; Notary Public; Notary; 06/2017; 0.01hr/mo; 0.01hr/during trading; Notarizing forms for clients, friends, neighbors. Compensation is not received for this activity at this time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-13
  • S66 Uniform Combined State Law Examination
    2000-05-13
Other Names
  • Kathryn Walker Buck
  • Kathryn W Buck Canella
  • Kathryn Walker Buck Canella
  • Kathryn W Buck

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plainview, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor