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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-09-28 |
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
12730 High Bluff Dr, 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Argyle | MO | 05/2016 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | Argyle | MO | 06/2016 | 05/2023 |
| Flussbaurenhof | Argyle | MO | 06/2010 | Present |
| Concurrent Retirement Solutions | Louisville | KY | 01/2022 | Present |
| Concurrent Investment Advisors Llc Dba Next Retirement Solutions | Anchorage | KY | 06/2016 | Present |
| Pks Investments | Albany | NY | 06/2023 | Present |
1. Concurrent Investment Advisors DBA Next Retirement Solutions. Investment Related. At Registered Location. RIA. Financial Advisor/IAR. Investment Advisor through Outside RIA. 5/2/2016. 160 hours/month all during trading hours. Provide Financial Advice based on the needs of clients. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. 5/2/2023. 1 hr/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. 5/2/2023. 1 hr/month all during trading hrs. Provide insurance advice based on the needs of clients. 4. Hobby Farm (Flussbaurnhof). Not Investment Related. 2603 Evergreen Wynde, Louisville, Kentucky 40223. Agriculture/Farming Services. Owner. 12/18/2012. 40 hrs/month all during trading hours. Help raise Wagyu Beef. 5. Concurrent Retirement Solutions. Not Investment Related. At Registered Location. Consulting Services. Advisor. 1/1/2022. 100 hours/month all during trading hours. Provide fiduciary advice. 6. Concurrent Partners 1. Not Investment Related. At Registered Location. Holding Company. Passive Investor. Non controlling interest in Concurrent Investment Advisors. 12/31/2020. 1/hr month none during trading hours. Passive investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-31 |
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