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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-16 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 11/2015 | 02/2017 |
| Bank Of America, N.A. | Indianapolis | IN | 01/2016 | 01/2017 |
| Signator Investors Inc. | Muncie | IN | 01/2017 | 04/2017 |
| Lpl Financial, Llc | Anderson | IN | 05/2017 | 10/2020 |
| Pulp & Pine, Llc | Anderson | IN | 01/2018 | 08/2024 |
| Comprehensive Financial Consultants | Cicero | IN | 08/2024 | 08/2025 |
| Wealth Strategies | Muncie | IN | 02/2017 | 05/2017 |
| Harber Group | Anderson | IN | 05/2017 | 10/2020 |
| Virtual Partners Group | Woodland Hills | CA | 08/2025 | 12/2025 |
| Concurrent Investment Advisors, Llc | Muncie | IN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
| S66 | Uniform Combined State Law Examination | 2010-09-22 |
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