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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-11 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5200 N Palm Ave. Suite 312, Fresno, CA 93704 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Fresno | CA | 06/2013 | 01/2019 |
| Raymond James Financial Services Advisors, Inc. | Fresno | CA | 01/2019 | 04/2023 |
| Raymond James Financial Services, Inc. | Fresno | CA | 01/2019 | 04/2023 |
| Cpearson Llc | Fresno | CA | 01/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
| Concurrent Investment Advisors Dba Fig Garden Wealth Management | San Deigo | CA | 01/2019 | Present |
| Raymond James Financial Services | Fresno | CA | 01/2019 | Present |
| Concurrent Investment Advisors Llc | Fresno | CA | 04/2023 | Present |
(1) Cpearson LLC. Investment Related. 5200 N Palm Ave Ste 312, Fresno, CA, 93704. Support Company - Owner. Other. 01/18/2019. Hrs/month 2-10 all during trading hours. Owner of support company establish for tax benefit. (2) Concurrent Investment Advisors DBA Fig Garden Wealth Management Group. Investment Related. 5200 N Palm Ave Ste 312, Fresno, CA, 93704. RIA/Support Company - Owner. IAR/Other. 12/02/2020. Hrs/Month 160 all during trading hours. Provide financial advice / Using DBA Fig Garden Wealth Management Group for marketing purposes. (3) Fixed Insurance. Investment Related. 5200 N Palm Ave Ste 312, Fresno, CA, 93704. Fixed/Traditional Insurance. Agent. 4/10/2023. Hrs/month 10 all during trading hours. Sales of fixed/traditional insurance products. 4.) Purshe Kaplan Sterling - Investment Related - 5200 N Palm Ave Ste 312, Fresno, CA. 93704 - Broker Dealer Affiliation - Registered Rep - 4/10/2023 - 10 Hours a month during trading hours - Brokerage Dealer business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-04 |
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