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Detailed Report
Stephen Edward Bielke Jr
STEVE EDWARD BIELKE JR, STEVE EDWARD BIELKE, Stephen Edward Bielke, Steve E Bielke
CRD#: 2440834
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Investment Adviser
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Previous Broker
CONCURRENT INVESTMENT ADVISORS, LLCCRD#: 323135 100 S. ASHLEY DRIVE
SUITE 830
TAMPA, FL 33602
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2019 (11 years)2 FIRMS2019 - 2021 (1 year)2 FIRMS2021 - 2022 (1 year)IACONCURRENT INVESTMENT ADVISORS... (CRD# 323135)2023 - Present (1 year)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2023 - 2025 (2 years)BWACHOVIA SECURITIES, LLC (CRD# 19616)2008 - 2008 (<1 year)BA. G. EDWARDS & SONS, INC. (CRD# 4)2007 - 2008 (<1 year)
License(s)

State Registrations

IA
Illinois 12/4/2023
Current Registration(s)
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CONCURRENT INVESTMENT ADVISORS, LLC (CRD#:323135)
100 S. ASHLEY DRIVE SUITE 830, TAMPA, FL 33602
Registered with this firm since 12/4/2023
Previous Registration(s)
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 01/11/2023 - 02/27/2025 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Tampa, FL
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 08/09/2021 - 12/01/2022 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) New Athens, IL
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 08/09/2021 - 12/01/2022 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) ST. PETERSBURG, FL
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 11/06/2019 - 04/30/2021 WADDELL & REED (CRD#:866) OVERLAND PARK, KS
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 10/10/2019 - 04/30/2021 WADDELL & REED (CRD#:866) OVERLAND PARK, KS
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 04/24/2008 - 09/09/2019 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) ST. LOUIS, MO
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 04/24/2008 - 09/09/2019 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) ST. LOUIS, MO
B
 01/01/2008 - 06/09/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
B
 04/20/2007 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.