April Marie Sheldon

Current Employers

Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-17
GA	RA	APPROVED	2025-01-14

FL RA
APPROVED

Since 2025-01-17
GA RA
APPROVED

Since 2025-01-14

Branch Locations

Cumming, GA • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services	St Petersburg	FL	09/2008	01/2025
Raymond James & Associates	Southfield	MI	05/2011	01/2025
Concurrent Investment Advisors, Llc	Cumming	GA	01/2025	Present
Pks Investments	Albany	NY	01/2025	Present

09/2008 → 01/2025

Raymond James Financial Services

St Petersburg, FL
05/2011 → 01/2025

Raymond James & Associates

Southfield, MI
01/2025 → Present

Concurrent Investment Advisors, Llc

Cumming, GA
01/2025 → Present

Pks Investments

Albany, NY

Previous Registrations

2010-09-24 → 2025-01-14

Raymond James Financial Services Advisors, Inc

Southfield, MI

Cumming, GA
2014-10-13 → 2014-12-31

Raymond James & Associates, Inc.

St. Petersburg, FL

Southfield, MI

Other Businesses

1. Concurrent Investment Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/13/2025. 160 hrs/month; all during trading hours. Provide advice to clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-05

S66 Uniform Combined State Law Examination

2007-11-05

Other Names

April Marie Jones
April M Jones

View on SEC IAPD