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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-04 |
Branch Locations
3250 West Market Street Suite 105, Akron, OH 44333 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Akron | OH | 11/2009 | 01/2020 |
| Danniballe Houston, Llc | Akron | OH | 11/2009 | 01/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2020 | Present |
| 1858 Wealth Management | Akron | OH | 01/2020 | Present |
| Concurrent Investment Advisors, Llc | Fairlawn | OH | 12/2025 | Present |
1. 1858 Wealth Management; Investment Related; 3250 West Market Street, #105, Akron OH 44333; Partner; 01/2020; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services and general business administration will be conducted 2. Fixed Insurance. Not Investment Related. 3250 West Market Street, #105, Akron, OH 44333. Insurance. Agent. Start 02/2020. 5 hours per week not during trading. Insurance Sales. 3. Purshe Kaplan Sterling Investments; Investment Related; 80 State St, Albany NY 12207; Broker Dealer; Registered Representative; 03/2020; 5-10 hrs/mo; 5-10 trading hrs/mo; conduct commission based activity through PKS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-08 |
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