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Ashley Renee Heineman

Concurrent Investment Advisors, LLC

Dallas, TX

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
TX RA APPROVED 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

12240 Inwood Road Suite 200, Dallas, TX 75244 • 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
United Capital Financial Advisors Irving TX 11/2023 03/2024
Goldman Sachs Personal Financial Management Irving TX 07/2019 10/2023
United Capital Financial Advisors Irving TX 11/2017 06/2019
Dealer Marketing Davenport IA 02/2015 11/2017
Fisher Investments Plano TX 04/2024 11/2025
Concurrent Investment Advisors, Llc Dallas TX 12/2025 Present
  • 11/2023 → 03/2024
    United Capital Financial Advisors
    Irving, TX
  • 07/2019 → 10/2023
    Goldman Sachs Personal Financial Management
    Irving, TX
  • 11/2017 → 06/2019
    United Capital Financial Advisors
    Irving, TX
  • 02/2015 → 11/2017
    Dealer Marketing
    Davenport, IA
  • 04/2024 → 11/2025
    Fisher Investments
    Plano, TX
  • 12/2025 → Present
    Concurrent Investment Advisors, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26

View on SEC IAPD

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