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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
602B Main Street, Pineville, LA 71360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marucci Sports | Baton Rouge | LA | 06/2005 | 03/2024 |
| Louisiana State University | Baton Rouge | LA | 06/2024 | 12/2024 |
| Hightower Advisors, Llc | Baton Rouge | LA | 11/2024 | 03/2026 |
| Unemployed | Baton Rouge | LA | 03/2024 | 06/2024 |
| Acumen Co | New York | NY | 11/2024 | 03/2026 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 03/2026 | Present |
Acumen Co; Investment Related; 602B Main St, Pineville LA 71360; Support Company/DBA; Owner/Partner; Wealth Advisor; 03/06/2026; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory services and general business administration is conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
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