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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-15 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1615 Forum Place 5Th Floor, West Palm Beach, FL 33401 • 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 |
|---|---|---|---|---|
| International Assets Advisory, Llc | West Palm Beach | FL | 08/2016 | 05/2025 |
| International Assets Investment Management, Llc | West Palm Beach | FL | 12/2016 | 05/2025 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 05/2025 | Present |
| Javarone Group, Llc | Lake Clarke Shores | FL | 10/2016 | Present |
1)Concurrent Investment Advisors DBA JAVARONE GROUP LLC 1615 Forum Place, 5th Floor, West Palm Beach, FL 33401 - MANAGING ENTITY FOR INSIGHT PRIVATE WEALTH AND INSIGHT INSTITUTIONAL CONSULTING - MANAGING DIRECTOR/100% OWNER SINCE 10/2016 - APPROX 160 HRS/MO - Financial guidance and portfolio management. 2) Insight Private Wealth 1615 Forum Place, 5th Floor, West Palm Beach, FL 33401 100% owner 3) Insight Institutional Consulting 1615 Forum Place, 5th Floor, West Palm Beach, FL 33401 100% owner 4) Fixed Insurance, Investment Related - Yes, 1615 Forum Place, 5th Floor, West Palm Beach, FL 33401, Start Date 05/2025, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients. 5) Insight Private Wealth Holdings, Investment Related - Yes, 1615 Forum Place, 5th Floor, West Palm Beach, FL 33401, Start Date 05/2025, approximately 1% of hours/month dedicated to this activity. Support Company for Concurrent/Merchant deal.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-15 |
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