Matthew Mark Lindamood

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:

Current Employers

Concurrent Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-02-02
VA	RA	APPROVED	2023-05-08

TX RA
APPROVED_RES

Since 2024-02-02
VA RA
APPROVED

Since 2023-05-08

Branch Locations

151 E Main, Lebanon, VA 24266 • 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

Organization	City	State	From	To
Edward Jones	Lebanon	VA	08/2012	07/2020
Raymond James Financial Services, Inc	Lebanon	VA	07/2020	04/2023
Raymond James Financial Services Advisors, Inc	Lebanon	VA	07/2020	04/2023
Lindamood Financial Group	Lebanon	VA	07/2020	Present
Lindamood Property Group	Lebanon	VA	04/2021	Present
Purshe Kaplan Sterling Investments	Albany	NY	05/2023	Present

08/2012 → 07/2020

Edward Jones

Lebanon, VA
07/2020 → 04/2023

Raymond James Financial Services, Inc

Lebanon, VA
07/2020 → 04/2023

Raymond James Financial Services Advisors, Inc

Lebanon, VA
07/2020 → Present

Lindamood Financial Group

Lebanon, VA
04/2021 → Present

Lindamood Property Group

Lebanon, VA
05/2023 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2020-07-24 → 2023-05-22

Raymond James Financial Services Advisors, Inc

Lebanon, VA

Lebanon, VA
2012-12-17 → 2020-07-27

Edward Jones

St Louis, MO

Lebanon, VA

Other Businesses

1) Concurrent Investment Advisors dba Lindamood Financial Group. Investment-related. At registered location. RIA. Owner / Financial Advisor. Start date: 07/2020. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 07/2020. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Lindamood Property Group. Not investment-related. At registered location. Rental Property. Owner. Start: 09/2019. 4 hr/month; none during trading hours. Own rental real estate property. 4) Old Mill Ventures, LLC. Not investment-related. At registered location. Rental Property. Owner. Start: 01/2022. 4 hr/month; none during trading hours. Own rental real estate property. 5) Lindamood Financial Holdings, LLC. Investment-related . Location: 51 E Main St Lebanon VA 24266 .Partner. Start .28/12/2022. 1 hr/month; none during trading hours. Pass through LLC for passive investment in Concurrent Partners 1. 6) Major Street Improvements LLC. Not investment-related. At registered location. Rental Property. Owner. Start: 08/2025. 4 hr/month; none during trading hours. Own real estate property investment.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-19

S66 Uniform Combined State Law Examination

2012-10-19

Other Names

Matthew Mark Lindamood

View on SEC IAPD