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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-08 |
| AZ | RA | APPROVED | 2024-04-12 |
Branch Locations
14850 North Scottsdale Road Suite 450, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concurrent Advisors, Raymond James Financial Services, Inc | San Diego | CA | 10/2021 | 04/2023 |
| Gosite | San Diego | CA | 03/2020 | 08/2020 |
| Dunham & Associates | San Diego | CA | 04/2019 | 08/2019 |
| Monte Vista High School | Danville | CA | 08/2014 | 05/2017 |
| Purshe Kaplan Sterling Investment | Albany | NY | 06/2023 | 03/2024 |
| Concurrent Investment Advisors Llc Dba Next Retirement Solutions | San Diego | CA | 10/2021 | 04/2024 |
| Concurrent Investment Advisors Llc | San Diego | CA | 08/2023 | 04/2024 |
| Concurrent Investment Advisors | San Diego | CA | 09/2021 | 04/2024 |
| San Diego State University | San Diego | CA | 08/2017 | 05/2021 |
| Stifel Financial Corp | San Francisco | CA | 05/2018 | 08/2018 |
| Stifel Financial Corp | Walnut Creek | CA | 06/2017 | 08/2017 |
| Stifel, Nicolaus & Company, Incorporated | Scottsdale | AZ | 04/2024 | Present |
| Extended Travel | San Diego | CA | 05/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
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