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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tampa | FL | 05/2023 | 03/2025 |
| Life Time Fitness | Columbia | MD | 05/2018 | 02/2020 |
| University Of Maryland | College Park | MD | 06/2019 | 05/2023 |
| Howard Community College | Columbia | MD | 06/2019 | 12/2020 |
| Unemployed | Laurel | MD | 06/2013 | 04/2018 |
| Ameriprise Financial Services Llc | Tampa | FL | 03/2025 | 12/2025 |
| Atholton High School | Columbia | MD | 01/2016 | 04/2018 |
| Concurrent Investment Advisors | Tampa | FL | 03/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2026 | Present |
1. Concurrent Investment Advisors. Investment-Related. At Registered Location. RIA. Operations Associate. 03/2026. 160 hrs/month. 160 hrs during securities hrs. Operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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