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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-29 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 12/2014 | 09/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | Present |
| Thrivent Advisor Network, Llc D/B/A Louis C. Ciliberti & Associa | Minneapolis | MN | 09/2020 | 11/2024 |
| Concurrent Investment Advisors, Llc | Plainview | NY | 11/2024 | Present |
1) Concurrent Investment Advisors d/b/a Louis Ciliberti & Associates. Investment related. At registered location. RIA. Financial Advisor. 9/2020. 75 hrs/mnth. 3 hrs/trading hrs. Financial Advisor for an RIA member of Thrivent Advisor network with Louis Ciliberti and Associates. 2) PKSF. Investment related. 80 State St, Albany, NY 12207. Fixed/traditional insurance. Agent. 9/2020. 40 hrs/week. 40 hrs/trading hrs. Sales of fixed/traditional insurance. 3) Flurry Associates LLC. Investment Related. At registered location. Financial, Equity Owner, Manager. Start 10/2020. 2hrs/mo, during trading hours. Payments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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