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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-18
TX RA APPROVED 2026-02-13
  • GA RA
    APPROVED
    Since 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-13

Branch Locations

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

2908 Professional Pkwy, Augusta, GA 30907 • 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
Raymond James Financial Services Inc Augusta GA 08/2020 02/2026
University Of Georgia Athens GA 08/2017 05/2020
Unemployed Augusta GA 05/2020 08/2020
Lpl Financial Alpharetta GA 05/2019 06/2019
Westminster Schools Of Augusta Augusta GA 08/2004 05/2017
Raymond James Financial Services Advisors Augusta GA 01/2021 02/2026
Fehrman Investment Group Augusta GA 09/2014 01/2021
Stable Waters Financial Athens GA 01/2019 05/2019
Fehrman Investment Group Augusta GA 01/2021 09/2021
Fehrman Investment Group Augusta GA 09/2021 Present
Purshe Kaplan Sterling Investments Albany NY 02/2026 Present
Concurrent Investment Advisors, Llc Augusta GA 02/2026 Present
  • 08/2020 → 02/2026
    Raymond James Financial Services Inc
    Augusta, GA
  • 08/2017 → 05/2020
    University Of Georgia
    Athens, GA
  • 05/2020 → 08/2020
    Unemployed
    Augusta, GA
  • 05/2019 → 06/2019
    Lpl Financial
    Alpharetta, GA
  • 08/2004 → 05/2017
    Westminster Schools Of Augusta
    Augusta, GA
  • 01/2021 → 02/2026
    Raymond James Financial Services Advisors
    Augusta, GA
  • 09/2014 → 01/2021
    Fehrman Investment Group
    Augusta, GA
  • 01/2019 → 05/2019
    Stable Waters Financial
    Athens, GA
  • 01/2021 → 09/2021
    Fehrman Investment Group
    Augusta, GA
  • 09/2021 → Present
    Fehrman Investment Group
    Augusta, GA
  • 02/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2026 → Present
    Augusta, GA
Previous Registrations
Other Businesses

1) Fehrman Investment Group Address: 2908 Professional Pkwy, Augusta, GA, 30907, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General admin duties/registered principal/financial advisor 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2025. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Fehrman Farm LLC Address: 4901 Augusta Hwy, Lincolnton, GA, 30817, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a signer on our family farm accounts. 4) Purshe Kaplan Sterling Investments; Investment Related; 80 State St, Albany, NY 12207; Broker Dealer; Registered Representative; 02/2026;5-10 hrs/mo; 5-10 trading hrs/mo; Broker Dealer in which commissionable business is conducted.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-18
  • S66 Uniform Combined State Law Examination
    2020-12-18
Other Names
  • Katie Lynn Fehrman
  • Katie Fehrman
  • Katie L Fehrman

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