James Daniel Tidwell

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 10/2017
  Morgan Stanley & Co. Incorporated
  Ft. Lauderdale, FL
• 06/2009 → 11/2017
  Morgan Stanley
  Ft. Lauderdale, FL
• 01/2015 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → 08/2023
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL
• 08/2023 → Present
  Concurrent Investment Advisors Llc Dba Tidwell-Premock_Basilone
  Fort Lauderdale, FL
• 11/2017 → Present
  Tidwell-Premock-Basilone Private Wealth Management
  Fort Lauderdale, FL
• 08/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-11-02 → 2023-08-07
  Wells Fargo Advisors Financial Network, Llc
  Ft Lauderdale, FL
• 2009-06-01 → 2017-11-02
  Morgan Stanley
  Ft. Lauderdale, FL
• 2008-05-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 1998-11-06 → 2008-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
  Coral Springs, FL

Other Businesses

1. Concurrent Investment Advisors LLC d/b/a Tidwell-Premock-Basilone Private Wealth Management. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 8/2023. 160 hrs/month all during trading hours. Provide investment advice to clients. 2. Tidwell Premock Basilone Private Wealth Management Holdings, LLC; Investment Related Yes. At Registered Location. Support Company Owner. 11/2023. Less than 1% of time monthly.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-12

Other Names

• Jamie Tidwell
• James D Tidwell