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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-16 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1880 Office Club Pointe Suite 255, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center At Centennial | Colorado Springs | CO | 05/2014 | 07/2020 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 01/2021 | 05/2023 |
| Concurrent Investment Advisors Llc | Colorado Springs | CO | 05/2023 | Present |
| Purshe Kaplan Sterling Investors | Albany | NY | 05/2023 | Present |
| Raymond James Financial Services Advcisors, Inc. | Colorado Springs | CO | 01/2021 | 05/2023 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 07/2020 | 01/2021 |
1.) Concurrent Investment Advisors LLC. Investment Related. At Registered Location. RIA. IAR. 8/2024. 60. 60. IAR 2.) Purshe Kaplan Sterling - Investment Related - At Registered Location. BD Relationship. Support Staff. 5/16/2023 3.) Spring Mountain Sangha Committee Member. Not investment related. 7528 Jenkin Place Colorado Springs CO. Charitable/ Non-Profit Organization. Member.10/2022. 4. 0. Assist with planning of group events, meditation retreats, etc. 4.) Mountain Dawn Creations, LLC. Not-Investment related. 5390 Meadowngreen Drive Colorado Springs, CO 80919. Selling Crafts. Owner. 12/21/2025. 4 hrs/ month. 0 during securities trading hours. Creation and retail craft sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
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