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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Student | Dublin | 10/2015 | 04/2019 | |
| Moes Southwest Grill | Wesley Chapel | FL | 04/2019 | 06/2021 |
| Menswearhouse | Lutz | FL | 06/2021 | 10/2022 |
| Thriving Hospitality | Tampa | FL | 07/2023 | 02/2025 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 05/2025 | Present |
| Concurrent Investment Advisors, Llc | Tampa | FL | 10/2025 | Present |
| University Of South Florida | Tampa | FL | 10/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
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