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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-24 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
125 W. Center Street Suite 101, Kingsport, TN 37660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kingsport | TN | 07/2014 | 02/2025 |
| Center Street Wealth Management Group, Llc | Kingsport | TN | 07/2014 | Present |
| Concurrent Investment Advisors, Llc | Kingsport | TN | 02/2025 | Present |
(1) Center Street Wealth Management, 125 W Center St, Ste 101, Kingsport TN 37660, Investment Related: Yes, Non Owner of DBA, Financial Advisor, Start date 07/2014, 160 hrs/month, 130 hrs during trading hours (2) Rotary Club of Scott County Virginia, 247 Fore Drive, Gate City, VA 24251, Investment Related: No, Non Profit community focused organization, Member of Board of Directors, 2-4 hrs/month 0 hrs during trading hours (3) Fixed Insurance. Investment Related. 125 W. Center St, Ste 101, Kingsport, TN 37660. Independent Insurance Agency. Agent. Fixed/traditional insurance. 2/26/2025. Approximately 1 hour/month all during trading hours. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
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