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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-22 |
Branch Locations
15 Lake St, 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 |
|---|---|---|---|---|
| Raymond James & Associates | Savannah | GA | 08/2023 | 10/2025 |
| Georgia Ports Authority | Savannah | GA | 05/2022 | 08/2022 |
| Student | Oxford | GA | 10/2014 | 05/2022 |
| Student | Savannah | GA | 08/2022 | 08/2023 |
| Keaton & Sams Wealth Management | Savannah | GA | 08/2023 | Present |
| Concurrent Investment Advisors, Llc | Savannah | GA | 10/2025 | Present |
Keaton & Sams Wealth Management; Investment Related? Yes; 15 Lake St, Savannah GA, 34141; Non Owner Support Company; Financial Advisor; 08/2023; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory business is conducted
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
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