Thomas Sams is a registered investment advisor, based in Tampa, FL, with 24 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a partner in AKZ Investments LLC, spending minimal time on accounting for the partnership. He also owns SAHCTCS4 LLC to hold an investment in a Searchlight fund, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2025 - Present · 7 mos
Concurrent Investment Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
Raymond James & Associates, INC.Broker
September 2017 - October 2025 · 8 yrs 1 mo
Raymond James & Associates, INC.
September 2017 - October 2025 · 8 yrs 1 mo
Suntrust Advisory Services, INC.
September 2016 - September 2017 · 1 yr
Suntrust Investment Services, INC.
June 2002 - December 2016 · 14 yrs 6 mos
Suntrust Investment Services, INC.Broker
October 2001 - September 2017 · 15 yrs 11 mos
State Registrations28 states
ALAZCACOCTDCFLGAILINMDMEMINCNJNVNYOHORPASCTNTXUTVAVirgin IslandsWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.