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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-03 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
4332 Central Ave Suite A, Hot Springs, AR 71913 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Hot Springs | AR | 06/2009 | 06/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2026 |
| Concurrent Investment Advisors, Llc | Hot Springs | AR | 07/2026 | Present |
1. H2 LLC; Investment related; Hot Springs, AR; Land real estate; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2007; During business hours: 0; After business hours: 0.1; Hold real estate until it may sell, pay taxes, bush hog to maintain. *392053 - Administration; Investment related - Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 0; After business hours: 0; Estate Administration Hudgens Wealth Management; Investment Related; at business location; Support company/DBA; owner/Financial Advisor; 07/28/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration is conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-16 |
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