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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| NM | RA | APPROVED | 2023-04-24 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 10/2009 | 04/2022 |
| Bank Of America | Albuquerque | NM | 03/2003 | 04/2022 |
| Raymond James Financial Services, Inc. | Albuquerque | NM | 04/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Albuquerque | NM | 04/2022 | 04/2023 |
| The Hamilton Group | Albuquerque | NM | 04/2022 | 04/2023 |
| Concurrent Investment Advisors Dba Old Town Advisors | Albuquerque | NM | 03/2013 | Present |
| Purshe Kaplan Sterling Investements | Albany | NY | 04/2023 | Present |
| Concurrent Investment Advisors Llc | Tampa | FL | 04/2023 | Present |
1) Concurrent Investment Advisors dba Old Town Advisors. Investment-Related. At registered location. RIA. Financial Advisor. Start: 04/2022. 160 hr/month; all during trading hours. Financial advisor. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 04/2022. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Concurrent Partners 1. Investment-Related. Located at 2021 Mountain Rd NW, Albuquerque, NM, 87104-1444. Holding Company. Memeber. 1 hr/month; all during trading hours. Passive Investment in form of equity ownership. 4) NM Bio Park Society. Not Investment Related. 903 10th St SW, Albuquerque, NM 87102. Non-Profit Bio Park Society. Board Member. 3/2022. 3 Hrs/Mo; 0 During Trading Hours. Board Meetings every 6 Weeks, One Committee Meeting per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-29 |
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