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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
831 East Morehead St, Charlotte, NC 28012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 02/2021 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 02/2021 | 03/2026 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 03/2026 | Present |
| Nine Bridge Financial Partners | Charlotte | NC | 02/2021 | Present |
NINE BRIDGE FINANCIAL PARTNERS LLC, INV RELATED, CHARLOTTE, NC, 33.33% OWNERSHIP, START 2/5/2021, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, LLC under which general business administration and advisory services are conducted. NINE BRIDGE FINANCIAL PARTNERS LLC 401K, INV RELATED, CHARLOTTE, NC, 33.33% OWNERSHIP, START 2/5/2021, 3 HOURS PER MONTH, 3 HOURS DURING TRADING, LLC under which general business administration and advisory services are conducted. RENTAL PROPERTY, INV RELATED, JOHNS ISLAND, SC, 100% OWNERSHIP WITH SPOUSE, START DATE: 11/1/23, 10 HRS PER MONTH, 2 HRS DURING TRADING; Owner of a short-term rental property. Fixed Insurance, Investment Related - Yes, Charlotte, NC, Start Date 02/05/2021, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-21 |
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