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Concurrent Investment Advisors, LLC CRD 323135
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
| FL | RA | APPROVED | 2023-10-24 |
Branch Locations
980 N. Federal Hwy Suite 110, Boca Raton, FL 33432 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 01/2007 | 11/2017 |
| United Capital Financial Advisors | Boca Raton | FL | 02/2007 | 07/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 09/2020 |
| Concurrent Investment Advisors Llc | Tampa | FL | 10/2023 | Present |
| Goldman Sachs | Boca Raton | FL | 07/2019 | 10/2023 |
| United Capital | Boca Raton | FL | 02/2007 | 07/2019 |
Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-18 |
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