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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-14 |
Branch Locations
8679 E San Alberto Dr, Scottsdale, AZ 85258 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2012 | 05/2019 |
| Schwab Private Client Investment Advisory, Inc | Phoenix | AZ | 05/2014 | 05/2019 |
| Tfo Phoenix, Inc. | Phoenix | AZ | 05/2019 | 07/2021 |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 08/2021 | 04/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2021 | 04/2025 |
| Concurrent Investment Advisors, Llc | Scottsdale | AZ | 04/2025 | Present |
| The Wealth Stewards | Scottsdale | AZ | 04/2025 | Present |
The Wealth Stewards; Investment Related: Yes; 8679 E. San Alberto Drive, Scottsdale AZ 85258; Support Company; Wealth Strategist; 04/24/2025; Approx hours/month 160; Hours/month during trading 140; Support company under which name advisory business will be conducted.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-21 |
| S66 | Uniform Combined State Law Examination | 2014-03-31 |
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