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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-11 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
110 Office Pk Ln Ste 101, St. Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | St Simons Island | GA | 08/2016 | 09/2017 |
| Suntrust Investment Services, Inc | Saint Simons Island | GA | 08/2015 | 09/2017 |
| Raymond James & Associates, Inc. | Saint Simons Island | GA | 09/2017 | 10/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2025 | Present |
| Concurrent Investment Advisors | St. Simons Island | GA | 09/2025 | Present |
| Keaton & Sams Wealth Management | St. Simons Island | GA | 10/2025 | Present |
| Concurrent Investment Advisors, Llc | St. Simons Island | GA | 10/2025 | Present |
1. Concurrent Investment Advisors d/b/a Keaton and Sams Wealth Management. Investment related. At registered location. RIA. Financial advisor. Start date: 09/2025. 160 hrs/month; all during trading hours. Trading, financial planning, meeting with clients and prospects. 2. Purshe, Kaplan, Sterling; Investment Related; 80 State St, Albany, NY 12207; Broker Dealer; Registered Representative; 10/27/2025; 5-10 hrs/mo; 5-10 trading hrs/mo; transact commission based business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
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