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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-29 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
3131 E. Camelback Road Suite 335, Phoenix, AZ 85016 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
8679 E San Alberto Dr., Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Phoenix | AZ | 07/2008 | 04/2024 |
| Raymond James Financial Service Advisors, Inc. | Phoenix | AZ | 01/2009 | 04/2024 |
| Mekosh Financial Services | Phoenix | AZ | 05/2007 | Present |
| Concurrent Investment Advisors Dba The Wealth Stewards | Phoenix | AZ | 04/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2024 | Present |
1) Concurrent Investment Advisors d/b/a The Wealth Stewards. Investment Related. At Registered Location. RIA. Co-owner / Financial Advisor. Start Date: 04/26/2024. 130 hrs/ month; 6.5 hrs/ month during trading hours. Run Operational duties, meet with clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 04/26/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) PKSF. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 04/26/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 4) Mekosh Financial Services. Not Investment Related. At Registered Location. Operating LLC / Support Company. Owner. Start Date: 07/01/2007. 10 hrs/ month; none during trading hours. Handle internal operations including financial record-keeping, compliance documentation, employee training, and implementing technology solutions for operational efficiency 5) TWS Properties, LLC. Not Investment Related. 202 W. Kaler Dr., Phoenix, AZ 85021. Commercial Property. Co Owner. Start Date: 05/07/2024. 5 hrs/ month; none during trading hours. Ownership and management of commercial property 6) The Wealth Stewards Holdings, LLC Investment Related Located at 3131 E. Camelback Rd, Ste 335 Phoenix AZ 85224. Owner. 11/2023, 1 hour per month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-14 |
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