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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-21 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
4450 Belden Village Street Nw Suite 601, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sivel Capital Management, Inc. | East Greenville | PA | 06/2015 | 01/2018 |
| Lpl Financial Llc | Canton | OH | 01/2018 | 02/2021 |
| Livingston Group Asset Management Company Dba Southport Capital | Canton | OH | 03/2021 | 09/2021 |
| Wealthsource Partners, Llc | Canton | OH | 09/2021 | 11/2022 |
| Concurrent Investment Advisors, Llc | Canton | OH | 10/2025 | Present |
| Brookshire Wealth Management | Canton | OH | 01/2018 | Present |
Brookshire Wealth Management; Investment Related: Yes; 4450 Belden Village Street, NW, Suite 601, Canton OH 44718; DBA; Director.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-02 |
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