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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-21 |
| CA | RA | APPROVED | 2023-04-24 |
Branch Locations
12730 High Bluff Drive, Suite 160, San Diego, CA 92130 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Los Angeles | CA | 12/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 01/2022 |
| Raymond James Financial Services, Inc | San Diego | CA | 01/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc | San Diego | CA | 01/2022 | 04/2023 |
| Das Asset Holdings, Inc. | Sherman Oaks | CA | 12/2010 | Present |
| Das Enterprises, Inc. (Dba: Das Services) | Sherman Oaks | CA | 07/1993 | Present |
| Wells Fargo Advisors | Los Angeles | CA | 12/2009 | 01/2022 |
| Concurrent Investment Advisors Llc Dba Das Wealth Mgmt | San Diego | CA | 01/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
1) Concurrent Investment Advisors, LLC dba DAS Wealth Management Group. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2022160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 01/2022. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) PKSF. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 01/2022. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 4) Concurrent Partners 1.Investment-Related. At registered location. Holding Company. Passive Investor. Start: 01/2022. 1 hr/month; all during trading hours. Passive investor. 5) DAS AssetHoldings, Inc. Not investment-related. Located at 14944 Ostego Street, Sherman Oaks, CA 91403. Rental Property. Owner. Start: 12/2010. 1 hr/month; none during trading hours. Management of rental property. 6) BNI Team Builder. Not investment-related. Located at 14944 Ostego Street, Sherman Oaks, CA 91403. Civic Organization. Member. Start: 10/1994. 8 hr/month; 4 hr/month during trading hours. I network with 25 other professionals. Our focus is word of mouth referrals. 7) DAS Enterprises dba D.A.S. Services. Located at 14944 Ostego Street, Sherman Oaks, CA 91403. Family Janitorial Company. Owner. Start: 07/1993. 2 hr/month; all during trading hours. Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-17 |
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