Richard Andre Crowne

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sarasota, FL
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
• 10/2020 → 05/2023
  Raymond James Financial Services, Inc
  Bradenton, FL
• 10/2020 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  Bradenton, FL
• 10/2020 → Present
  Concurrent Investment Advisors Dba Family Wealth Solutions
  Bradenton, FL
• 10/2020 → Present
  Rac Financial Services Llc
  Bradenton, FL
• 10/2020 → 05/2023
  Raymond James
  Sarasota, FL
• 08/1987 → 10/2020
  Wells Fargo
  Sarasota, FL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-10-15 → 2023-05-19
  Raymond James Financial Services Advisors, Inc
  Bradenton, FL
• 2008-01-01 → 2020-10-20
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Sarasota, FL
• 1994-07-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Sarasota, FL
  St. Louis, MO
  Sarasota, FL

Other Businesses

1) Concurrent Investment Advisors DBA Family Wealth Solutions. Investment Related. 8652 SR 70, Bradenton, FL, 34202-4105, United States. RIA / Support Company - Non Owner. IAR / Independent Contractor. 10/15/2020, Hrs/month 160 all during trading hours. I am an independent contractor who conducts my RJFS business activities(Financial Advisor) within the Family Wealth Solutions office. 2) RAC Securities LLC. Investment Related. 8652 SR 70, Bradenton, FL, 34202-4105, United States. Support Company - Owner. Officer - CEO. 10/15/2020. Hrs/month 2-10 with 0-1 during trading hours. My RJ compensation and Concurrent dividends are deposited into this account, and taxes/business expenses are withdrawn from it. I file taxes as a sole proprietor. I do not hold this LLC out to the public. It is for personal use only. 3) Rental income. Investment Related. 8428 Woodbriar dr., Sarasota, FL, 34238, United States. Rental Real Estate. Owner/Proprietor. 10/15/2020. Hrs/month 2-10 with 0-1 during trading hours. I own a property and receive rental income. 4) Fixed Insurance. Investment Related. 8652 SR 70 Bradenton, FL 34202. Fixed/Traditional Insurance. Agent. 05/2023. Hrs/month 4 all during trading hours. Sales of fixed / traditional insurance products. 5) Rental Property. Not Investment Related. 1658 Lands End Village, Captiva FL 33924. Real Estate Rental/Commercial Property/Mgmt Services/. Owner. 10/15/2007. Hrs/month 2 with 0 during trading hours. Maintenance, repairs, paying bills; commissions.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-06