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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 | 2023-11-08 |
| CA | RA | APPROVED | 2023-04-06 |
Branch Locations
12730 High Bluff Drive #160, San Diego, CA 92130 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Carmel | CA | 11/2007 | 11/2017 |
| Raymond James Financial Services, Inc. | Monterey | CA | 11/2012 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Monterey | CA | 11/2017 | 04/2023 |
| Wine Country Wealth | Carmel | CA | 10/2022 | Present |
| Concurrent Investment Advisors Llc | Tampa | FL | 03/2023 | Present |
1.) Name of Business: Wine Country Wealth Address: 12730 High Bluff Dr. #160 San Diego, CA, 92130, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 10/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth management services 2.) Insurance Sales - Not investment related - Sales of traditional Fixed Insurance Products - Agent - 4/1/2023 - 5 Hours per month devoted to this during business hours: Outside insurance Sales 3.) State of California Real Estate Agent - Not Investment Related - 9056 Graton Rd. Graton, CA. 95444 - Sales of real estate - Agent - 1/23/2024 - 2 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: Real Estate Sales 3.) Wine Country Wealth Holdings, LLC Investment Related Located at 12730 High Bluff Dr. #160 San Diego, CA 92130. Owner. 11/2023, 1 hour per month during business hours. 4.) Vine, Wine & Dine, LLC. Not Investment Related. Located at 520 College St, Healdsburg, CA 95448. Owner. 5/6/26. 2 hours per month, none during business hours. Wine and food related podcast.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
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