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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
| WA | RA | APPROVED | 2025-06-02 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
310 120Th Ave Ne Ste 200, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bellevue | WA | 04/2011 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 05/2012 | 06/2025 |
| Alden Capital Management | Bellevue | WA | 04/2011 | 12/2016 |
| Alden Capital Management Llc | Bellevue | WA | 01/2017 | Present |
| Alden Capital Management | Bellevue | WA | 01/2017 | 06/2025 |
| Concurrent Investment Advisors, Llc | Bellevue | WA | 06/2025 | Present |
1) Alden Capital Management LLC Address: 310 120th Ave NE Ste 200, Bellevue, WA Nature of the Business: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 0 -1 Hours per month devoted to this business during trading hours: 0 -1 Description of duties: DBA under which name advisory business will be conducted. 2) Alden Capital Management Holdings, LLC. Investment Related. 310 120th Ave NE, Ste 200 Bellevue, WA 98005. Less than1% of hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
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