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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-25 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12730 High Bluff Dr Suite 160, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 08/2015 | 05/2019 |
| Northwestern Mutual Investment Services, Llc | Annapolis | MD | 05/2015 | 10/2017 |
| Northwestern Mutual Life Insurance Company | Annapolis | MD | 04/2015 | 08/2018 |
| J.P. Morgan Securities Llc | Westerville | OH | 10/2019 | 02/2022 |
| Chesapeake Bayhawks | Annapolis | MD | 05/2017 | 07/2017 |
| Eight29 | Edgewater | MD | 06/2018 | 10/2019 |
| Commonwealth Financial Network | San Diego | CA | 07/2022 | 06/2026 |
| Partnersadmin | Carlsbad | CA | 05/2022 | 07/2022 |
| Concurrent Investment Advisors, Llc | San Diego | CA | 06/2026 | Present |
| Concurrent Investment Advisors, Llc | San Diego | CA | 06/2026 | Present |
1. Coach, Coronado Lacrosse Club, Youth Lacrosse organization, coaching K-2, Located at 600 6th, Coronado, CA 92118, as of 08/29/2022, Approximately 1% time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-12 |
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