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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-09 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
233 W Depot St, Greeneville, TN 37743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orthocarolina | Hickory | NC | 09/2000 | Present |
| Concurrent Investment Advisors, Llc | Greeneville | TN | 12/2024 | Present |
(1) William Michael Geideman is an orthopedic surgeon. (2) Lindamood Financial Group, Investment Related: Yes, 151 E. Main St., Lebanon VA 24266, Non Owner of DBA under which advisory business is conducted, Position Financial Consultant, Start Date 12/9/2024, Approx hours/month 160, trading hours 140. 3) Sabboo 1, Investment Related: No, 131 Nolichuckey Overlook, Greenville, NC 37743, Owner/CEO of rental properties in North and South Carolina, Start Date 09/16/2018, Approx 1 hr/month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-16 |
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