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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-30
TX RA APPROVED 2023-02-17
TN RA APPROVED 2022-12-02
  • VA RA
    APPROVED
    Since 2026-04-30
  • TX RA
    APPROVED
    Since 2023-02-17
  • TN RA
    APPROVED
    Since 2022-12-02

Branch Locations

562 Lynnhaven Parkway Suite 202, Virginia Beach, VA 23452 • United States

201 E Main St Suite 480, Murfreesboro, TN 37130 • 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
Ameriprise Financial Services, Inc. Murfreesboro TN 01/2016 12/2022
Concurrent Investment Advisors, Llc Murfreesboro TN 12/2022 Present
Purshe Kaplan Sterling Investments, Inc. Murfreesboro TN 12/2022 10/2025
  • 01/2016 → 12/2022
    Ameriprise Financial Services, Inc.
    Murfreesboro, TN
  • 12/2022 → Present
    Murfreesboro, TN
  • 12/2022 → 10/2025
    Purshe Kaplan Sterling Investments, Inc.
    Murfreesboro, TN
Previous Registrations
  • 2016-01-06 → 2022-12-12
    Murfreesboro, TN
    Virginia Beach, VA
  • 2013-10-24 → 2015-12-31
    Ars Advisory, Inc.
    Virginia Beach, VA
  • 2010-03-19 → 2013-10-08
    Next Financial Group, Inc.
    Virginia Beach, VA
    Dushore, PA
    Franklin, TN
    Virginia Beach, VA
    Franklin, TN
    Franklin, TN
    Indianapolis, IN
Other Businesses

Gary Fouts has served as an investment advisor representative for Concurrent Investment Advisors, LLC, DBA Allegiant Wealth Partners. Business is conducted from 201 E Main St, Ste 480, Murfreesboro, TN, 37130. Approximately 90% of Gary Fouts' time is for services as an investment advisor representative. Business Ownership; Retirement Systems Solutions; Owner; Consulting; Not Investment Related; October 2010; 10 to 19 hours per month; 10-19 during trading hours/ Business Ownership; ODASA, LLC; Co-Owner; Support Company for investment advisory business; 0 hours per month Board of Directors; Harpeth Scholastic Clay Target Foundation; President; January 2011; 1-9 hours per month; 0 during trading hours. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month GTJM1 Holdings, LLC Investment related Located at 562 Lynnhaven Pkwy, Ste 202, Virginia Beach, VA 23452 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-27
S63 Uniform Securities Agent State Law Examination 2008-09-26
  • S65 Uniform Investment Adviser Law Examination
    2009-10-27
  • S63 Uniform Securities Agent State Law Examination
    2008-09-26

View on SEC IAPD

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