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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-02
CA RA APPROVED 2025-08-01
  • TX RA
    APPROVED_RES
    Since 2025-09-02
  • CA RA
    APPROVED
    Since 2025-08-01

Branch Locations

100 E. San Marcos Boulevard Suite 400, San Marcos, CA 92069 • United States

16870 West Bernardo Court Suite 400, San Diego, CA 92127 • United States

4025 Camino Del Rio South Suite 300, San Diego, CA 92108 • United States

12730 High Bluff Drive Suite 160, San Diego, CA 92130 • 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
Edward Jones San Marcos CA 01/2007 04/2017
Kingsview Asset Management Grants Pass OR 04/2017 08/2025
State Of California San Marcos CA 09/2018 12/2025
Kingsview Partners San Marcos CA 04/2017 07/2025
Concurrent Investment Advisors, Llc San Diego CA 08/2025 Present
Dimitris Petros Magemeneas Inc. San Diego CA 08/2025 Present
  • 01/2007 → 04/2017
    San Marcos, CA
  • 04/2017 → 08/2025
    Kingsview Asset Management
    Grants Pass, OR
  • 09/2018 → 12/2025
    State Of California
    San Marcos, CA
  • 04/2017 → 07/2025
    Kingsview Partners
    San Marcos, CA
  • 08/2025 → Present
    San Diego, CA
  • 08/2025 → Present
    Dimitris Petros Magemeneas Inc.
    San Diego, CA
Previous Registrations
Other Businesses

Dimitris Petros Magemeneas Inc.; Investment Related: No; 12730 High Bluff Drive, Suite 160, San Diego, CA 92130; Inc.; Owner; 08/01/2025; 10 hours/month; 0 trading hours/month; LLC under which production from advisory services will be paid. Legacy Private Wealth Partners; Investment Related: Yes; 12730 High Bluff Drive, Suite 160, San Diego CA 92130; DBA; Non-Owner; 08/01/2025; 160 hours/month; 140 trading hours/month. DBA under which name advisory services will be conducted. Dimitris Petros Magemeneas Holdings LLC; Investment Related: Yes; 12730 High Bluff Drive, Suite 160, San Diego CA 92130; Owner; 8/13/2025; 1 hour/month during trading hours. Entity to facilitate CP2 and CPG. California State University, San Marcos; Not Investment Related; 333 S. Twin Oaks Valley Rd, San Marcos, CA 92096; Instructor; 06/2026; 2 hrs/month, 1 during trading hours. Provide financial literacy workshop.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-22
  • S66 Uniform Combined State Law Examination
    2007-03-22
Other Names
  • Dimitiris P Magemeneas
  • Dimitris P Magemeneas

View on SEC IAPD

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