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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Roseville | CA | 06/2016 | 06/2017 |
| Trinity Portfolio Advisors | Southlake | TX | 06/2017 | 02/2018 |
| First Command Financial Services | Fort Worth | TX | 04/2018 | 02/2025 |
| Cno Financial - Bankers Life Securities | Carmel | IN | 02/2025 | 04/2026 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 04/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2026 | Present |
1. Concurrent Investment Advisors, LLC. Investment related. At registered location. RIA. Compliance Office Director. Start date: 04/2026. 160 hrs/month; all during trading hours. Support clients. 2. Hatties House Youth Solution, Not Investment related. 4125 Great Belt Dr., Crowley TX 76036, Founder, Charitable Organization, 10 & 0, Serve as the Founder and Member of the Board of Directors. General oversight of the organization. I participate minimally in day-to-day ops.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-03 |
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