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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
17800 New Hampshire Ave, Ashton, MD 20861 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ashton | MD | 02/2006 | 07/2026 |
| Raymond James Financial Services Advisors, Inc | Ashton | MD | 01/2009 | 07/2026 |
| Concurrent Investment Advisors, Llc | Ashton | MD | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2026 | Present |
1. Concurrent Investment Advisors d/b/a Potomac Financial Group. Investment-Related. At Registered Location. RIA. IAR. 07/2026. 160 hrs/month. 160 hrs during trading hrs. Investment advisor. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 07/2026. 1 hr/month.1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Wike Properties. Not Investment-Related. At Registered Location. Property Management. Managing Member. 02/2022. 1 hr/month. 1 hr during trading hrs. Owner and managing member of Wike Properties, LLC which owns our office building we use for Potomac Financial Group. 4. Wike Financial LLC. Investment-Related. At Registered Location. Operating LLC/Support Company. Managing Member. 11/2012. 20 hrs/month. 20 hrs during trading hrs. This is my LLC for our investment business, income that is paid to me from my investment advisor business is passed through this company. 5. Purshe Kaplan Sterling Investments. Investment Related. 80 State Street, Albany NY. Broker Dealer. Registered Representative. 07/2026. 5-10 hrs/mo. 5-10 during trading hours. Broker Dealer where commissionable and insurance business will be conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-31 |
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