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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-30 |
Branch Locations
810 Brown Street Suite C, Columbus, IN 47201 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial | Columbus | IN | 03/2013 | 08/2019 |
| Raymond James Financial Services, Inc. | Columbus | IN | 08/2019 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Columbus | IN | 08/2019 | 10/2024 |
| Engelstad Wealth Advisors | Columbus | IN | 03/2013 | Present |
| Concurrent Investment Advisors, Llc | Columbus | IN | 10/2024 | Present |
Name of Business : Engelstad Wealth Advisors, Inc. Address: 250 Franklin St,Columbus, IN Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 03/01/2013 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 140 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-30 |
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