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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 2024-01-19
  • VA RA
    APPROVED
    Since 2024-01-19

Branch Locations

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

151 E Main St., 151 E Main St., VA 24266 • 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 Lebanon VA 12/2020 04/2023
Pal's Sudden Service Lebanon VA 06/2017 12/2019
At&T Lebanon VA 03/2020 10/2020
Education Lebanon VA 08/2010 06/2017
Lindamood Property Group, Llc Cleveland VA 01/2021 12/2023
Purshe Kaplan Sterling Investments Albany NY 04/2023 12/2023
N/A Lebanon VA 01/2014 06/2017
Lindamood Property Group Lebanon VA 10/2020 12/2023
Lindamood Financial Group Lebanon VA 02/2023 Present
Concurrent Investment Advisors, Llc Lebanon VA 01/2024 Present
  • 12/2020 → 04/2023
    Raymond James Financial Services
    Lebanon, VA
  • 06/2017 → 12/2019
    Pal's Sudden Service
    Lebanon, VA
  • 03/2020 → 10/2020
    At&T
    Lebanon, VA
  • 08/2010 → 06/2017
    Education
    Lebanon, VA
  • 01/2021 → 12/2023
    Lindamood Property Group, Llc
    Cleveland, VA
  • 04/2023 → 12/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2014 → 06/2017
    N/A
    Lebanon, VA
  • 10/2020 → 12/2023
    Lindamood Property Group
    Lebanon, VA
  • 02/2023 → Present
    Lindamood Financial Group
    Lebanon, VA
  • 01/2024 → Present
    Lebanon, VA
Other Businesses

1.) Fixed Insurance - Yes - 151 E. Main St. Lebanon, VA. 24266 - Traditional Insurance - Independent Insurance Agent - 1 hour per month - 1 Hour per month during trading. Licensed Insurance Agent 2.) JP Developments, LLC - Yes - 2105 New Garden Rd. Cleveland, VA. 24225 - President - Start: 12/1/2025 - 4 Hours per month - 0 hours during trading - Managing property I own.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17
Other Names
  • Roer Mullins

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