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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 08/2015 | 05/2019 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 05/2017 | 05/2019 |
| Raymond James Financial Services Advisors, Inc. | Tampa | FL | 08/2019 | 12/2022 |
| Raymond James Financial Services, Inc. | Tampa | FL | 08/2019 | 12/2022 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 12/2022 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Tampa | FL | 02/2023 | Present |
1) Knapp Klein Holdings; Co-Founder; Start Date 12/2022; Manage rental property management partner and manage financial aspects of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
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