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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| NV | RA | APPROVED | 2024-05-06 |
| CA | RA | APPROVED | 2024-04-23 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12730 High Bluff Dr Ste 160, San Diego, CA 92130 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Rafael | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Rafael | CA | 11/2016 | 02/2017 |
| Morgan Stanley Smith Barney Llc | Las Vegas | NV | 02/2017 | 04/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2017 | 04/2024 |
| Concurrent Investment Advisors, Llc | Wells | NV | 04/2024 | Present |
| Wells Fargo | Wells | NV | 02/2008 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2017 | Present |
(1) Great Basin Asset Management Address: 3165 US 93 South Box 208 Wells, NV 89835 Activity Type: Support Company Position: Owner Investment Related: Yes Start Date: 4/22/2024 Hours Devoted to this business during trading hours: 0-1 Description of duties: DBA/Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-19 |
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