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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12730 High Bluff Drive, Suite 160, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | San Diego | CA | 05/2016 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 06/2016 | 05/2023 |
| Next Retirement Solutions | San Diego | CA | 05/2016 | Present |
| Raymond James Financial Services | San Diego | CA | 05/2016 | 05/2023 |
| Concurrent Investment Advisors Llc | San Diego | CA | 05/2023 | Present |
Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; 12651 High Bluff Drive, Ste 250 San Diego, CA 92130; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; Percentage of total yearly compensation expected to be derived from the business: Commissions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
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