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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-28 |
Branch Locations
1555 Zion Road Suite 202, Northfield, NJ 08225 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Paramus | NJ | 10/2004 | 05/2025 |
| Concurrent Investment Advisors D/B/A Cornerstone Private Wealth | Northfield | NJ | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1. Concurrent Investment Advisors d/b/a Cornerstone Private Wealth. Investment-related. At registered location. RIA. Senior Registered Wealth Associate. 06/2025. 160 hrs/month. 160 hrs during trading hrs. Senior Registered Wealth Associate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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