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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-04 |
| TN | RA | APPROVED | 2025-02-24 |
Branch Locations
125 W. Center St. Suite 101, Kingsport, TN 37660 • 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 |
|---|---|---|---|---|
| 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-REL, 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, 4 HOURS DURING TRADING, FINET PRACTICE. Timothy Colvin Holdings, LLC Investment Related Kingsport, TN. Owner. 1 hour per month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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