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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-11 |
Branch Locations
2400 East Commercial Blvd Suite 820, Fort Lauderdale, FL 33308 • United States
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 & Co. Incorporated | Fort Lauderdale | FL | 05/2008 | 11/2017 |
| Morgan Stanley Smith Barney | Ft. Lauderdale | FL | 06/2009 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 11/2017 | 08/2023 |
| Concurrent Investment Advisors Llc | Fort Lauderdale | FL | 08/2023 | Present |
| Tidwell-Premock-Basilone Private Wealth Management | Fort Lauderdale | FL | 11/2017 | Present |
1. Concurrent Investment Advisors LLC d/b/a Tidwell-Premock-Basilone Private Wealth Management. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 8/2023. 160 hrs/month all during trading hours. Provide investment advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-06 |
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