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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
16 East Washington Street Ste 205, North Attleborough, MA 02760 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 02/2026 |
| The Sun Chronicle - Ucc/Tsc Media Group | Attleboro | MA | 12/2016 | 01/2018 |
| Hockomock Ymca | North Attleboro | MA | 04/2011 | 09/2016 |
| Concurrent Investment Advisors, Llc | North Attleborough | MA | 02/2026 | Present |
| Edward Jones | St Louis | MO | 02/2018 | 06/2018 |
| Pks Investments | Albany | NY | 03/2026 | Present |
1. Concurrent Investment Advisors d/b/a The Wealth Stewards. Investment-related. At registered location. RIA. IAR. 12/2025. 160 hrs/month. 160 hrs during securities hrs. Investment advisor. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 12/2025. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients. 3. Attleboro Rotary Club. Not investment-related. PO Box 635, Attleboro, MA 02703. Civic Organization. Board member. 10/2018. 5 hrs/month. 5 hrs during securities hrs. Review funding requests & charitable opportunities. 4. Attleboro/Norton YMCA. Not investment-related. 63 North Main Street, Attleboro, MA 02703. Civic Organization. Board of Trustees. 02/2025. 1 hr/month. 1 hr during securities hrs. Provide guidance on the financial mgmt and financial strategy of YMCA. Not responsible for the investment selections.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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