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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-02-05 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
3411 W Rock Creek Rd St 100, Norman, OK 73072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| Kirby Corporation / United Engines | Oklahoma City | OK | 02/2024 | 01/2026 |
| Sharper Image | Farmington Hills | MI | 10/2020 | 01/2024 |
| Petra Industries | Edmond | OK | 01/2017 | 10/2020 |
| Quibids Llc | Oklahoma City | OK | 04/2015 | 01/2017 |
| Heartland Wealth Management | Norman | OK | 01/2026 | Present |
| Concurrent Investment Advisors, Llc | Norman | OK | 02/2026 | Present |
1) Concurrent Investment Advisors DBA Heartland Wealth management. Investment-related. At registered location. RIA. Financial Advisor. Start date: 08/2025. 160 hrs/month; all during trading hours. Client Service Associate. 2) Purshe Kaplan and Sterling Investments; Investment Related: Yes; 80 State St, Albany NY 12207; Broker Dealer; Registered Representative; 09/2025; 5-10 hrs/mo; 5-10 trading hrs/mo; Perform administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
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