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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
8652 State Road 70 East, Bradenton, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At Arlington. | Arlington | TX | 01/2016 | 01/2020 |
| Rac Securities | Sarasota | FL | 06/2025 | Present |
| Concurrent Investment Advisors, Llc | Tampa | FL | 04/2026 | Present |
| Rok Financial | Aventura | FL | 08/2024 | 06/2025 |
| Innovation I360 | Dallas | TX | 03/2022 | 07/2024 |
| Unknown | Dallas | TX | 02/2021 | 03/2022 |
| Unemployed | Dallas | TX | 02/2020 | 01/2021 |
Family Wealth Solutions; Investment Related- Yes; 8652 SR 70 E, Lakewood Ranch, FL 34202; Support Company/DBA; Non Owner; Support Staff; 04/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration is conducted. RAC Securities; Investment Related: Yes; 8652 SR 70 E, Lakewood Ranch, FL 34202; Support Company; Non owner; Successor Trainee; 06/2025; 0-5 hrs/mo; 0-5 trading hrs/mo; LLC in which general business administration is conducted. Lyft; Investment Related: No; 185 Berry St, Ste 5000, San Francisco, CA 94107; Independent Rideshare Driver; 07/2026; 60 hrs/month; 20 hrs/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
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