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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-28 |
| PA | RA | APPROVED | 2025-03-28 |
Branch Locations
1555 Zion Road Suite 202, Northfield, NJ 08225 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Mount Laurel | NJ | 03/2012 | 03/2025 |
| Concurrent Investment Advisors | Northfield | NJ | 04/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 04/2025 | Present |
1. Concurrent Investment Advisors d/b/a Cornerstone Private Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor/Founder. Start date: 04/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 04/2025. 1 hr/month; during trading hours. Sales of fixed/traditional insurance products. 3. Cornerstone Wealth Management Holdings, LLC; Investment Related Yes. 1555 Zion Rd, Ste 204, Northfield, NJ 08225 . Support Company Owner. 03/2025. Less than 1% of time monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-02 |
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