Inactive

David Michael Montgomery

Concurrent Investment Advisors, LLC

Claim This Profile

Current Employers

Concurrent Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-12-06

FL RA
APPROVED

Since 2024-12-06

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

Organization	City	State	From	To
Lpl Financial Llc	Tampa	FL	06/2013	12/2016
Independent Financial Partners	Tampa	FL	07/2013	06/2020
Onedigital Investment Advisors Llc	Overland Park	KS	07/2020	11/2024
Fidelis Fiduciary Management	Tampa	FL	12/2013	06/2020
Concurrent Investment Advisors, Llc	Tampa	FL	11/2024	Present

06/2013 → 12/2016

Lpl Financial Llc

Tampa, FL
07/2013 → 06/2020

Independent Financial Partners

Tampa, FL
07/2020 → 11/2024

Onedigital Investment Advisors Llc

Overland Park, KS
12/2013 → 06/2020

Fidelis Fiduciary Management

Tampa, FL
11/2024 → Present

Concurrent Investment Advisors, Llc

Tampa, FL

Previous Registrations

2020-07-02 → 2024-12-09

Onedigital

Tampa, FL

Overland Park, KS
2013-07-26 → 2020-07-20

Independent Financial Partners

Tampa, FL
2013-06-20 → 2016-12-27

Lpl Financial Llc

Tampa, FL

San Diego, CA

Tampa, FL
2011-06-15 → 2013-06-17

Financial Telesis Inc

San Rafael, CA

Tampa, FL
2011-03-24 → 2011-05-31

Waddell & Reed

Tampa, FL

Charleroi, PA
2009-02-02 → 2011-03-17

T. Rowe Price Advisory Services, Inc.

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-12
S63	Uniform Securities Agent State Law Examination	2006-11-02

S66 Uniform Combined State Law Examination

2007-11-12
S63 Uniform Securities Agent State Law Examination

2006-11-02

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

UNITED CAPITAL FINANCIAL ADVISORS

FLORIDA FINANCIAL ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

INDEPENDENT FINANCIAL PARTNERS

AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE

John Luke Robinson

JANET L CHRISTIANSEN

MATTHEW VERSAGE

Martin Adolfo Montana

Frank Cooper Finley

Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL

INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL

UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL

AE WEALTH MANAGEMENT, LLC · Tampa, FL

INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL

TRUADVISORS · TAMPA, FL

AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor