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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-30
  • FL RA
    APPROVED
    Since 2026-03-30

Branch Locations

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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
University Of Florida Gainesville FL 08/2016 05/2020
Fidelity Brokerage Services Jacksonville FL 05/2020 08/2021
Liv+ Gainesville Gainesville FL 09/2019 05/2020
Keller Williams Realty Tampa FL 05/2019 08/2019
Woodbury Row Gainesville FL 04/2018 05/2019
Felipes Taqueria Gainesville FL 06/2017 09/2017
Matthew Lytell Tampa FL 08/2021 08/2025
Union Properties Of Gainesville Gainesville FL 04/2018 05/2019
Campus Advantage Gainesville FL 09/2019 05/2020
Northwestern Mutual Investment Services Llc Tampa FL 08/2021 08/2025
Purshe Kaplan Sterling Investments Albany NY 10/2025 Present
Coffee Uniting People Tampa FL 02/2026 Present
Concurrent Investment Advisors, Llc Tampa FL 08/2025 Present
  • 08/2016 → 05/2020
    University Of Florida
    Gainesville, FL
  • 05/2020 → 08/2021
    Fidelity Brokerage Services
    Jacksonville, FL
  • 09/2019 → 05/2020
    Liv+ Gainesville
    Gainesville, FL
  • 05/2019 → 08/2019
    Keller Williams Realty
    Tampa, FL
  • 04/2018 → 05/2019
    Woodbury Row
    Gainesville, FL
  • 06/2017 → 09/2017
    Felipes Taqueria
    Gainesville, FL
  • 08/2021 → 08/2025
    Matthew Lytell
    Tampa, FL
  • 04/2018 → 05/2019
    Union Properties Of Gainesville
    Gainesville, FL
  • 09/2019 → 05/2020
    Campus Advantage
    Gainesville, FL
  • 08/2021 → 08/2025
    Tampa, FL
  • 10/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2026 → Present
    Coffee Uniting People
    Tampa, FL
  • 08/2025 → Present
    Tampa, FL
Previous Registrations
Other Businesses

1. KKRENTS LLC. Non- Investment related. 3808 N OAK DR UNIT U32, TAMPA, FLORIDA, 33611, UNITED STATES OF AMERICA. INVESTMENT PROPERTY. OWNER. 8/1/2025. 1. 0 DURING SECURITIES TRADING HOURS. I WILL BE RENTING OUT A CONDO THAT I OWN. I WILL BE THE LANDLORD TO WHATEVER TENANT MOVES IN AND WILL BE RESPONSIBLE FOR COLLECTING MONTHLY RENT PAYMENTS AS WELL AS FIXING ANYTHING THAT BREAKS. 2. CUP Inc. Non-Investment related. 3408 S. Dale Mabry Hwy. Tampa, FL 33629. Non-profit. 2/1/2026. Assistant. Keeping track of donations to the non-profit. 3. Purshe Kaplan Sterling, Investment related. 80 State St. Albany, NY. Broker Dealer. 10/2025. Registered Representative. Administration duties. Less than 5 hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-30
  • S66 Uniform Combined State Law Examination
    2020-09-30
Other Names
  • Karrisa Maria Marinez

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