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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-11
  • FL RA
    APPROVED
    Since 2024-07-11

Branch Locations

2400 E Commercial Blvd Suite 702, Fort Lauderdale, FL 33073 • 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
Wells Fargo Advisors Financial Network, Llc Ft Lauderdale FL 01/2022 12/2023
Universal Court Reporting Fort Lauderdale FL 02/2021 12/2021
Fairfield Inn & Suites By Marriott Deerfield Beach FL 07/2020 02/2021
Hometowne Studios Fort Lauderdale FL 05/2020 10/2020
Ipic Theaters Boca Raton FL 06/2019 10/2020
Florida Atlantic University Boca Raton FL 08/2016 07/2020
Concurrent Investment Advisors, Llc Fort Lauderdale FL 12/2023 Present
Tidwell-Premock-Basilone Private Wealth Management Fort Lauderdale FL 02/2022 Present
Universal Court Reporting Fort Lauderdale FL 10/2020 12/2021
Student Melbourne/Boca Raton FL 08/2013 05/2020
  • 01/2022 → 12/2023
    Wells Fargo Advisors Financial Network, Llc
    Ft Lauderdale, FL
  • 02/2021 → 12/2021
    Universal Court Reporting
    Fort Lauderdale, FL
  • 07/2020 → 02/2021
    Fairfield Inn & Suites By Marriott
    Deerfield Beach, FL
  • 05/2020 → 10/2020
    Hometowne Studios
    Fort Lauderdale, FL
  • 06/2019 → 10/2020
    Ipic Theaters
    Boca Raton, FL
  • 08/2016 → 07/2020
    Florida Atlantic University
    Boca Raton, FL
  • 12/2023 → Present
    Fort Lauderdale, FL
  • 02/2022 → Present
    Tidwell-Premock-Basilone Private Wealth Management
    Fort Lauderdale, FL
  • 10/2020 → 12/2021
    Universal Court Reporting
    Fort Lauderdale, FL
  • 08/2013 → 05/2020
    Student
    Melbourne/Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-09
  • S65 Uniform Investment Adviser Law Examination
    2024-07-09

View on SEC IAPD

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