Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-19 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Securities, Llc | St. Louis | MO | 09/2008 | 10/2021 |
| Edward Jones | St. Louis | MO | 10/2021 | 11/2025 |
| Wells Fargo Advisors | St. Louis | MO | 09/2008 | 10/2021 |
| Concurrent Investment Advisors, Llc | Chesterfield | MO | 11/2025 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 12/2025 | Present |
1) Concurrent Investment Advisors, LLC. Investment-related. At registered location. RIA. VP Investment Implementation. Start date: 12/2025. 160 hrs/month; all during trading hours. Oversee implementation of portfolios.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
Reach out to this advisor