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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-29 |
Branch Locations
Waterville, OH • United States
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 |
|---|---|---|---|---|
| Prime Capital Investment Advisors, Llc | Richmond | VA | 05/2019 | 08/2023 |
| Unemployed | Oak Harbor | OH | 11/2018 | 05/2019 |
| Cardone Financial Group Llc Of Voya Financial Advisors | Sylvania | OH | 08/2016 | 11/2018 |
| Osaic Wealth, Inc. | Maumee | OH | 08/2023 | 03/2025 |
| Kestra Investment Services, Llc | Lafayette | CA | 04/2025 | 10/2025 |
| Kestra Advisory Services, Llc | Lafayette | CA | 04/2025 | 10/2025 |
| Savage And Associates | Maumee | OH | 08/2023 | 03/2025 |
| Dudum Financial Inc/ 1925 Financial Inc | Lafayette | CA | 03/2025 | 10/2025 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
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