Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2023-02-17 |
| TN | RA | APPROVED | 2022-12-02 |
Branch Locations
562 Lynnhaven Parkway Suite 202, Virginia Beach, VA 23452 • United States
201 E Main St Suite 480, Murfreesboro, TN 37130 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Murfreesboro | TN | 01/2016 | 12/2022 |
| Concurrent Investment Advisors, Llc | Murfreesboro | TN | 12/2022 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Murfreesboro | TN | 12/2022 | 10/2025 |
Gary Fouts has served as an investment advisor representative for Concurrent Investment Advisors, LLC, DBA Allegiant Wealth Partners. Business is conducted from 201 E Main St, Ste 480, Murfreesboro, TN, 37130. Approximately 90% of Gary Fouts' time is for services as an investment advisor representative. Business Ownership; Retirement Systems Solutions; Owner; Consulting; Not Investment Related; October 2010; 10 to 19 hours per month; 10-19 during trading hours/ Business Ownership; ODASA, LLC; Co-Owner; Support Company for investment advisory business; 0 hours per month Board of Directors; Harpeth Scholastic Clay Target Foundation; President; January 2011; 1-9 hours per month; 0 during trading hours. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month GTJM1 Holdings, LLC Investment related Located at 562 Lynnhaven Pkwy, Ste 202, Virginia Beach, VA 23452 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
Reach out to this advisor