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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
| TN | RA | APPROVED | 2025-02-24 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
125 W. Center Street, Kingsport, TN 37660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kingsport | TN | 07/2014 | 02/2025 |
| Concurrent Investment Advisors, Llc | Kingsport | TN | 02/2025 | Present |
CENTER STREET INVESTMENT COMPANY LLC, INV RELATED, KINGSPORT, TN, 25% OWNERSHIP IN PROPERTY, START: 7/2/14, 1 HR/MO, 0 DURING TRADING, DUTIES: MAINTAIN PROPERTY. CENTER STREET WEALTH MANAGEMENT GROUP LLC, INV RELATED, KINGSPORT, TN, 25% OWNERSHIP, START 7/2/2014, 4 HOURS PER MONTH, ZERO DURING TRADING. HOLY TRINITY LUTHERAN CHURCH, NON-INVESTMENT RELATED, KINGSPORT, TN, COUNCIL MEMBER, START: 7/1/25, 2 HR/MO, 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-28 |
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