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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| AK | RA | APPROVED | 2023-04-24 |
Branch Locations
100 Cushman Street Suite 501, Fairbanks, AK 99701 • 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 |
|---|---|---|---|---|
| Wedbush Securities | Fairbanks | AK | 01/2004 | 10/2020 |
| Raymond James | Fairbanks | AK | 10/2020 | 04/2023 |
| Concurrent Investment Adv Llc Dba Head Retirement & Wealth Strat | Fairbanks | AK | 10/2020 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 04/2023 | 11/2023 |
1) Concurrent Investment Advisors, LLC d/b/a Head Retirement & Wealth Strategies LLC. Not Investment Related. 100 Cushman St. Ste 501, Fairbanks, AK, 99701. RIA / Support Company - Owner. IAR / Other. 10/02/2020. Hrs/month 160 all during trading hours. Build & Maintain models and meet with clients. 2) Fixed Insurance. Investment Related. 100 Cushman St. Suite 501 Office B Fairbanks, AK 99701. Fixed / Traditional Insurance. Agent. 04/2023. Hrs/month 4 all during trading hours. Sales of Fixed / Traditional insurance products 3) HEADCO, LLC. Investment Related. 100 Cushman St. Suite 501 Office B Faribanks, AK 99701. Support Company for Concurrent/Merchant deal. 04/2023. Hrs/month 1 all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-28 |
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