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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 |
| FL | RA | APPROVED | 2023-05-11 |
Branch Locations
St Petersburg, FL • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saint Petersburg | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Petersburg | FL | 11/2016 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 02/2021 | 05/2023 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 02/2021 | 05/2023 |
| Concurrent Investment Advisors Dba Family Wealth Solutions | St. Petersburg | FL | 02/2021 | Present |
| Wells Fargo Advisors | St Petersburg | FL | 03/2008 | 02/2021 |
| Raymond James | St Petersburg | FL | 02/2021 | 05/2023 |
| Concurrent Investment Advisors Dba Proactive Fin'l Planning | St Petersburg | FL | 03/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | 04/2024 |
1) Concurrent Investment Advisors dba Family Wealth Solutions. Investment-related. At registered location. RIA. Financial Advisor. Start date: 02/2021. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Proactive Financial Planning. Not investment-related. At registered location. Support Company. Owner. Start Date: 03/30/2021. 0 hr/month. Support company for tax purposes for the LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-21 |
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