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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
19109 W Catawba Ave Ste 200, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Investment Management Llc | New York | NY | 01/2005 | 08/2019 |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg | VA | 09/2019 | 03/2023 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 12/2019 | 03/2023 |
| Neuberger Berman | New York | NY | 04/2023 | 08/2024 |
| Hobart Wealth | Charlotte | NC | 08/2024 | 01/2025 |
| C F Parks Inc | Salisbury | NC | 01/2025 | 04/2025 |
| Concurrent Investment Advisors, Llc | Cornelius | NC | 05/2025 | Present |
| Harriman Hall Wealth | Cornelius | NC | 05/2025 | Present |
1.) Harriman Hall Wealth; Investment Related: Yes; 19109 W Catawba Ave, Ste 200, Cornelius, NC 28031; DBA under which name advisory will be conducted; Owner; 05/20/2025; 160 hours/month; 140 trading hours/month. 2.) Armstrong, Fleming, & Moore - Investment related: No; 1800 M St NW, Suite 1010S, Washington DC, 20036; Marketing; Marketing Consultant - 9/15/2025 - 2 hours/Month; 0 trading hours - Marketing for the company to help obtain new clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-22 |
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