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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-24 |
Branch Locations
15 Lake Street Suite 130, Savannah, GA 31411 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services | Savannah | GA | 08/2016 | 09/2017 |
| Bb&T Scott & Stringfellow | Savannah | GA | 09/2017 | 01/2019 |
| Raymond James & Associates Inc | Savannah | GA | 01/2019 | 10/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2025 | Present |
| Keaton And Sams Wealth Management | Savannah | GA | 10/2025 | Present |
| Concurrent Investment Advisors, Llc | Savannah | GA | 10/2025 | Present |
1) Keaton and Sams Wealth Management; Investment Related: Yes; 15 Lake Street, Suite 130, Savannah GA 31411; Registered Client Associate; 10/2025; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory business is conducted. 2) Purshe, Kaplan, Sterling Investments; Investment Related: Yes; 80 State Street, Albany NY 12207; Broker Dealer; Registered Representative; 10/2025; 5-10 hrs/mo; 5-10 trading hrs/mo; Administrative duties as it relates to client servicing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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