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Matthew Nadim Menkhaus

Concurrent Investment Advisors, LLC

Tampa, FL

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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-19
TX RA APPROVED 2024-06-26
  • FL RA
    APPROVED
    Since 2024-12-19
  • TX RA
    APPROVED
    Since 2024-06-26

Branch Locations

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
Sifri Eye Center Cincinnati OH 05/2017 12/2020
The Verge Apartments Cincinnati OH 03/2019 03/2020
Fidelity Investments Covington KY 01/2014 01/2021
Unemployed Cincinnati OH 01/2010 05/2017
Moussa Llc Cincinnati OH 07/2020 12/2020
Laurel Springs High School Ojai CA 08/2015 05/2017
University Of Cincinnati Lindner College Of Business Cincinnati OH 08/2018 12/2020
Indiana University-Bloomington Bloomington IN 08/2017 05/2018
Fidelity Investments Covington KY 01/2021 05/2023
Concurrent Investment Advisors Tampa FL 06/2024 Present
Concurrent Investment Advisors, Llc Tampa FL 06/2024 Present
University Of Cincinnati Cincinnati OH 05/2023 06/2024
  • 05/2017 → 12/2020
    Sifri Eye Center
    Cincinnati, OH
  • 03/2019 → 03/2020
    The Verge Apartments
    Cincinnati, OH
  • 01/2014 → 01/2021
    Fidelity Investments
    Covington, KY
  • 01/2010 → 05/2017
    Unemployed
    Cincinnati, OH
  • 07/2020 → 12/2020
    Moussa Llc
    Cincinnati, OH
  • 08/2015 → 05/2017
    Laurel Springs High School
    Ojai, CA
  • 08/2018 → 12/2020
    University Of Cincinnati Lindner College Of Business
    Cincinnati, OH
  • 08/2017 → 05/2018
    Indiana University-Bloomington
    Bloomington, IN
  • 01/2021 → 05/2023
    Fidelity Investments
    Covington, KY
  • 06/2024 → Present
    Concurrent Investment Advisors
    Tampa, FL
  • 06/2024 → Present
    Tampa, FL
  • 05/2023 → 06/2024
    University Of Cincinnati
    Cincinnati, OH
Previous Registrations
  • 2022-07-28 → 2023-06-23
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-61279|OrgNmn:Moussa LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:E-commerce/Software Developmen|Invst Rel:N|Title:Partner|Duties:Partner for LLC- I work when I have plenty of free time|StrtDt:07-29-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-16
S63 Uniform Securities Agent State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2022-07-16
  • S63 Uniform Securities Agent State Law Examination
    2021-05-14
Other Names
  • Matthew Nadim Menkhaus
  • Matthew Menkhaus

View on SEC IAPD

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