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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
| WA | RA | APPROVED | 2025-06-02 |
Branch Locations
310 120Th Ave Ne Ste 200, Bellevue, WA 98005 • 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 | Bellevue | WA | 05/2010 | 06/2025 |
| Lake Washington High School | Kirkland | WA | 06/2011 | 09/2019 |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 07/2010 | 06/2025 |
| Alden Capital Mangement Llc | Bellevue | WA | 02/2010 | 12/2016 |
| Alden Capital Management, Llc | Bellevue | WA | 01/2017 | 03/2025 |
| Concurrent Investment Advisors Dba Alden Capital Management Llc | Bellevue | WA | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1. Concurrent Investment Advisors dba Alden Capital Management LLC. Investment-related. At registered location. RIA. IAR. 05/2025. 160 hrs/month. 160 hrs during trading hrs. Investment management for clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Purshe Kaplan Sterling - Investment Related - At registered location - Broker Dealer Affiliation - Registered Representative - 6/2/2025 - 5 hours a month - 5 hours during trading - BD affiliation for brokerage and Annuity products. 4. Alden Capital Management Holdings, LLC. Investment Related. 310 120th Ave NE, Ste 200 Bellevue, WA 98005. Less than1% of hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
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