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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
| PA | RA | APPROVED | 2025-09-22 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1555 Zion Rd Ste 202, Northfield, NJ 08225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 10/2020 | 09/2025 |
| Equinox Hotels | New York | NY | 08/2018 | 10/2020 |
| Highgate Hotels | New York | NY | 04/2019 | 08/2019 |
| Wynn Las Vegas | Las Vegas | NV | 06/2016 | 06/2018 |
| Concurrent Investment Advisors Dba Cornerstone Private Wealth | Northfield | NJ | 09/2025 | Present |
| Cornerstone Private Wealth Partners | Northfield | NJ | 10/2020 | 09/2025 |
| Purshe Kaplan Sterling | Albany | NY | 09/2025 | Present |
1.) Concurrent Investment Advisors dba Cornerstone Private Wealth Partners. Investment Related. At Registered Location. RIA. IAR. 9/2025. 160. 160. Advisor. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 9/2025. 1. 1. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-24 |
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