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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-15
  • WA RA
    APPROVED
    Since 2026-04-15

Branch Locations

310 120Th Ave Ne #200, Bellevue, WA 98005 • 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
Barrett Financial Group Llc Chandler AZ 08/2024 04/2026
Mann Mortgage Llc San Diego CA 04/2021 08/2024
Penrith Home Loans Llc Seattle WA 11/2017 04/2021
Volo Sports Baltimore MD 08/2017 09/2020
Unemployed Seattle WA 03/2017 08/2017
Rocks Brewing Company Alexandria 09/2016 03/2017
Equitable Advisors, Llc Bellevue WA 02/2026 03/2026
Homeseed Bellevue WA 05/2021 02/2026
Unemployed Seattle WA 03/2026 04/2026
Concurrent Investment Advisors, Llc Bellevue WA 04/2026 Present
Alden Capital Management Bellevue WA 04/2026 Present
  • 08/2024 → 04/2026
    Barrett Financial Group Llc
    Chandler, AZ
  • 04/2021 → 08/2024
    Mann Mortgage Llc
    San Diego, CA
  • 11/2017 → 04/2021
    Penrith Home Loans Llc
    Seattle, WA
  • 08/2017 → 09/2020
    Volo Sports
    Baltimore, MD
  • 03/2017 → 08/2017
    Unemployed
    Seattle, WA
  • 09/2016 → 03/2017
    Rocks Brewing Company
    Alexandria
  • 02/2026 → 03/2026
    Bellevue, WA
  • 05/2021 → 02/2026
    Homeseed
    Bellevue, WA
  • 03/2026 → 04/2026
    Unemployed
    Seattle, WA
  • 04/2026 → Present
    Bellevue, WA
  • 04/2026 → Present
    Alden Capital Management
    Bellevue, WA
Previous Registrations
Other Businesses

Alden Capital Management; Investment Related: Yes; 310 120th Ave Northeast, Ste 200, Bellevue WA 98005; Support company/DBA; Non Owner; Wealth Planning Strategist; 4/14/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services and general business administration is conducted. Fixed Insurance, Investment Related - Yes, 310 120th Ave NE, Ste 200, Bellevue, WA 98005, Start Date 04/14/2026, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients. Rental Real Estate; Investment Related - No; 755 N 75th St B, Seattle, WA 98103, Start Date 09/21/2018, approximately 1% of hours/month dedicated to this activity. Rental of personally owned property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
  • S66 Uniform Combined State Law Examination
    2025-09-04
Other Names
  • Mitchell Oyer Weeks
  • Mitch Weeks
  • Mitchell Weeks

View on SEC IAPD

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