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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-19 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
17266 Mack Avenue Suite A, Grosse Pointe, MI 48230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Grosse Pointe Woods | WI | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grosse Pointe Woods | WI | 11/2016 | 10/2020 |
| Raymond James Financial Services, Inc. | Grosse Pointe | MI | 10/2020 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Grosse Point | MI | 10/2020 | 04/2023 |
| Concurrent Investment Advisors Llc | Grosse Pointe | MI | 04/2023 | Present |
(1) Concurrent Investment Advisors, LLC d/b/a BMR Retirement Group // Yes // 17266 Mack Avenue Ste A Grosse Pointe, MI 48230 // Investment // IAR // Financial Advisor // 01.2020 // 160 hrs/month // 8 hr during trading // Advising clients / manage client assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
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