Best Investors Account Sign in
Claim This Profile
Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-08
  • VA RA
    APPROVED
    Since 2023-05-08

Branch Locations

151 E. Main St., Lebanon, VA 24266 • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Lebanon VA 10/2021 05/2023
Jordan Tickle Photography Lebanon VA 02/2010 Present
Raymond James Financial Services Advisors, Inc Lebanon VA 03/2022 05/2023
Raymond James St. Petersburg FL 10/2021 05/2023
Concurrent Investment Advisors,Llc Dba Lindamood Financial Group Lebanon VA 05/2023 Present
Purshe Kaplan Sterling Investments Albany NY 05/2023 Present
  • 10/2021 → 05/2023
    Raymond James Financial Services
    Lebanon, VA
  • 02/2010 → Present
    Jordan Tickle Photography
    Lebanon, VA
  • 03/2022 → 05/2023
    Lebanon, VA
  • 10/2021 → 05/2023
    Raymond James
    St. Petersburg, FL
  • 05/2023 → Present
    Concurrent Investment Advisors,Llc Dba Lindamood Financial Group
    Lebanon, VA
  • 05/2023 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

Jordan Tickle Photography. 304 E. Main St., Lebanon, VA, 24266, United States. Business Owner. Owner/Proprietor. Not Investment Related. 02/15/2010. 2-10hrs/monthly. 2-10hr/ trading hours.Consult with clients on photography needs. Shoot various sessions and events: weddings, families, high school seniors, kids, headshots, etc. Edit and process images. Help coordinate events for those clients from time to time. Concurrent Investment Advisors, LLC Dba Lindamood Financial Group: Investment Related. At Registered Location. Financial Advising. Financial Advisor. Financial Advisor. 5/8/23 start date. 40+. 40. Financial Advising, Investment Advising, etc. Fixed Insurance: yes, investment related. 151 E. Main St. Lebanon, VA 24266. Fixed Insurance. Fixed Insurance Salesperson. Fixed Insurance Salesperson. 5/8/2023 start date. 5 hours per week, 5 hours per week during trading hours. Offer fixed insurance products to clients that are in need of them, when appropriate. Cedar Pointe Baptist Church: Investment Related - No, 111 S. Angle Ave Lebanon, VA 24266. Mission Director for local church. 1/2/2023 start date. 2 hours per month, all outside trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08

View on SEC IAPD

More in Lebanon, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor