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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-02 |
Branch Locations
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 & Associates | Saint Petersburg | FL | 08/2016 | 11/2017 |
| Raymond James Financial Services, Inc. | Tampa | FL | 11/2017 | 05/2023 |
| Concurrent Advisors | Winter Park | FL | 10/2017 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | Tampa | FL | 11/2017 | 05/2023 |
| Concurrent Investment Advisors Llc | Tampa | FL | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | Present |
1) Concurrent Investment Advisors. Investment Related. At Registered Branch Office Location. RIA. IAR. 06/2023. Hrs/month 160 all during trading hours. Operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-14 |
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