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Inactive

Kyle Roeske

Concurrent Investment Advisors, LLC

The Woodlands, 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 2025-09-09
  • TX RA
    APPROVED
    Since 2025-09-09

Branch Locations

9709 Lakeside Blvd Suite 375, The Woodlands, TX 77381 • 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
Student Eugene OR 05/2016 04/2017
Hollister The Woodlands TX 04/2017 08/2017
Texas Christian University Fort Worth TX 05/2019 08/2019
Texas Christian University Fort Worth TX 03/2020 05/2020
Student Fort Worth TX 08/2017 05/2021
Student Grand Forks ND 05/2021 05/2023
Unemployed The Woodlands TX 05/2023 03/2024
Tailormade Wealth Counsel The Woodlands TX 04/2024 Present
Concurrent Investment Advisors, Llc The Woodlands TX 03/2025 Present
  • 05/2016 → 04/2017
    Student
    Eugene, OR
  • 04/2017 → 08/2017
    Hollister
    The Woodlands, TX
  • 05/2019 → 08/2019
    Texas Christian University
    Fort Worth, TX
  • 03/2020 → 05/2020
    Texas Christian University
    Fort Worth, TX
  • 08/2017 → 05/2021
    Student
    Fort Worth, TX
  • 05/2021 → 05/2023
    Student
    Grand Forks, ND
  • 05/2023 → 03/2024
    Unemployed
    The Woodlands, TX
  • 04/2024 → Present
    Tailormade Wealth Counsel
    The Woodlands, TX
  • 03/2025 → Present
    Concurrent Investment Advisors, Llc
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-09
  • S65 Uniform Investment Adviser Law Examination
    2025-09-09

View on SEC IAPD

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ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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