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Jack Wyeth Cooper

Concurrent Investment Advisors, LLC

Tampa, FL

Lebanon, VA

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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 2025-07-18
  • VA RA
    APPROVED
    Since 2025-07-18

Branch Locations

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

151 East Main Street, Lebanon, 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
Student / Worked At Walmart Part-Time Grundy / Christiansburg VA 06/2015 01/2025
Lindamood Financial Group Lebanon VA 01/2025 Present
Concurrent Investment Advisors, Llc Lebanon VA 07/2025 Present
  • 06/2015 → 01/2025
    Student / Worked At Walmart Part-Time
    Grundy / Christiansburg, VA
  • 01/2025 → Present
    Lindamood Financial Group
    Lebanon, VA
  • 07/2025 → Present
    Concurrent Investment Advisors, Llc
    Lebanon, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18

View on SEC IAPD

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