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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2024-07-05 |
Branch Locations
222 N. Main Street, Hattiesburg, MS 39401 • 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 |
|---|---|---|---|---|
| Edward Jones Investments | St Louis | MO | 07/2013 | 07/2024 |
| Concurrent Investment Advisors, Llc Dba Hudson Wealth Management | Hattiesburg | MS | 07/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | 02/2025 |
Concurrent Investment Advisors LLC, DBA Hudson Wealth Management, Investment Related. At Registered Location, RIA. IAR. 7/2024, 160. 130. Financial Planning Hudson Wealth Holdings LLC, Investment Related. At Registered Location. Support Company Fixed Insurance. Not Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 07/2024.10. 10. Sales of Fixed/Traditional Insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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