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Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-04-29
  • AZ RA
    APPROVED
    Since 2024-04-29

Branch Locations

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

8679 E San Alberto Dr., Scottsdale, AZ 85258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Scottsdale AZ 10/2016 04/2024
Raymond James Financial Services, Inc. Scottsdale AZ 07/2016 10/2016
Raymond James Financial Services Advisors Inc. Phoenix AZ 11/2017 04/2024
Mp Advisors Phoenix AZ 12/2017 Present
Mekosh Financial Phoenix AZ 07/2016 Present
Concurrent Investment Advisors, Llc Phoenix AZ 04/2024 Present
Previous Registrations
Other Businesses

(1)Name of Business: Baldini Investment Strategies Address: 3131 E Camelback Rd Ste 335, Phoenix, AZ, 85016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/18/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Administration, incoming phone calls, paperwork , client settings (2)Name of Business: MP Advisors Address: 3131 E Camelback Rd Ste 335, Phoenix, AZ, 85016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage operations of business (3)Name of Business: MP Advisors, LLC Address: 3131 E Camelback Rd Ste 335, Phoenix, AZ, 85016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/15/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client services/operations for the branch

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-02
  • S66 Uniform Combined State Law Examination
    2017-03-02
Designations
Other Names
  • Kayla An Mcnamara

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