Best Investors Account Sign in
Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-03-09
  • LA RA
    APPROVED
    Since 2026-03-09

Branch Locations

602B Main Street, Pineville, LA 71360 • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lourdmurray Los Angeles CA 07/2013 03/2026
Hightower Advisors Llc Chicago IL 07/2019 03/2026
Concurrent Investment Advisors, Llc Baton Rouge LA 03/2026 Present
Patricof Wealth Baton Rouge LA 03/2026 Present
Previous Registrations
  • 2019-07-15 → 2026-03-11
    Baton Rouge, LA
  • 2016-01-28 → 2019-08-08
    Lourdmurray
    New Orleans, LA
    Beverly Hills, CA
  • 2013-02-13 → 2013-07-10
    Baton Rouge, LA
  • 2008-02-01 → 2013-02-13
    Morgan Keegan & Company, Llc
    Baton Rouge, LA
Other Businesses

Acumen Co; Investment Related: Yes; 4658 Bluebonnet Blvd Ste B, Baton Rouge, LA 70769; Support Company/DBA; Relationship Manager; 03/06/2026; 160 hrs/mo; 140 trading hrs/mo; Perform advisory services and administration under the DBA name of Patricof Wealth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-25
  • S66 Uniform Combined State Law Examination
    2005-01-25
Designations
Other Names
  • Jennifer L Vallee

View on SEC IAPD

More in Pineville, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor