Best Investors Account Sign in
Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-04-18
  • WA RA
    APPROVED
    Since 2023-04-18

Branch Locations

16508 Se 24Th St. Suite 201, Vancouver, WA 98683 • 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
R.F. Stearns, Inc. Lake Oswego OR 09/1993 05/2018
Jam Computer Consulting Camas WA 03/2001 Present
Lpl Financial, Llc Vancouver WA 07/2018 10/2019
Unemployed Camas WA 05/2018 12/2018
Raymond James Financial Services Advisors, Inc Vancouver WA 10/2019 04/2023
Raymond James Financial Services, Inc Vancouver WA 10/2019 04/2023
Concurrent Advisors Vancouver WA 10/2019 04/2023
Columbia Associates Financial Group, Inc. Vancouver WA 01/2019 Present
Concurrent Investment Advisors Llc Vancouver WA 04/2023 Present
Purshe Kaplan Sterling Investments Albany NY 04/2023 07/2024
  • 09/1993 → 05/2018
    R.F. Stearns, Inc.
    Lake Oswego, OR
  • 03/2001 → Present
    Jam Computer Consulting
    Camas, WA
  • 07/2018 → 10/2019
    Vancouver, WA
  • 05/2018 → 12/2018
    Unemployed
    Camas, WA
  • 10/2019 → 04/2023
    Vancouver, WA
  • 10/2019 → 04/2023
    Raymond James Financial Services, Inc
    Vancouver, WA
  • 10/2019 → 04/2023
    Concurrent Advisors
    Vancouver, WA
  • 01/2019 → Present
    Columbia Associates Financial Group, Inc.
    Vancouver, WA
  • 04/2023 → Present
    Vancouver, WA
  • 04/2023 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2019-08-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Vancouver, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor