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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-17 |
| AK | RA | APPROVED | 2023-04-24 |
Branch Locations
100 Cushman St Ste 501, Fairbanks, AK 99701 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Securities Inc. | Fairbanks | AK | 02/2019 | 10/2020 |
| Univ Of Alaska Facilites Services | Fairbanks | AK | 05/2017 | 12/2018 |
| University Of Alaska | Fairbanks | AK | 08/2016 | 05/2017 |
| Raymond James Financial Services Advisors, Inc. | Fairbanks | AK | 10/2020 | 04/2023 |
| Raymond James Financial Services, Inc. | Fairbanks | AK | 10/2020 | 04/2023 |
| University Of Alaska | Fairbanks | AK | 09/2013 | 02/2019 |
| Concurrent Advisors Dba Head Retirement & Wealth Strategies | Fairbanks | AK | 10/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | 12/2025 |
(1) Concurrent Investment Advisors DBA Head Retirement & Wealth Strategies. Investment Related. 100 Cushman St Ste 501, Fairbanks, AK, 99701. RIA / Support Company. IAR / Associate/Employee.10/02/2020. Hrs/month 160 all during trading hours. Financial advisor, registered client service associate to other FA. (2) Fixed Insurance, Investment Related - Yes, 100 Cushman St Ste 501, Fairbanks, AK 99701, Start Date 04/2023, approximately 10% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
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