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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-17
TX RA APPROVED 2025-03-17
  • NC RA
    APPROVED
    Since 2025-03-17
  • TX RA
    APPROVED
    Since 2025-03-17

Branch Locations

1415 W. Nc Highway 54, Durham, NC 27707 • 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
The Variable Annuity Marketing Company Atlanta GA 05/1994 02/2025
Cambridge Investment Research, Inc. Fairfield IA 07/2009 02/2025
Cambridge Investment Research Advisors, Inc Fairfield IA 07/2009 02/2025
Arky & Miller Financial Group Chapel Hill NC 07/2009 Present
Concurrent Investment Advisors, Llc Tampa FL 02/2025 Present
Previous Registrations
Other Businesses

1) OFFICER IN WIFE'S CORPORATION - HOWEVER I HAVE NO DUTIES, RESPONSIBILITIES NOR DO I RECIEVE ANY COMPENSATION' 2) ARKY & MILLER FINANCIAL GROUP, 6320 QUADRANGLE DR, CHAPEL HILL, NC, 1/2016 Managing Partner; DBA under which advisory business is conducted. INV REL - 5/YR - 0/TRADING. 3) GUIFORD COLLEGE 5800 WEST FRIENDLY AVENUE GREENBORO, NC 27410. BEGAN 06/01/2001 AS ADJUNCT FACULTY, TEACHING THE CFP BOARD EDUCATIONAL COURSES FOR CFP CANDIDATES. NOT INVESTMENT RELATED. DEVOTES 0 HRS. NONE DURING TRADING. NON-PROFIT ORGAINIZATION. 4) Arky & Miller Financial Group Holdings, LLC Investment Related Located at 1415 W North Carolina 54, Durham, NC 27707. Owner. 1 hour per month during business hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-20
  • S63 Uniform Securities Agent State Law Examination
    1998-07-20
Designations
Other Names
  • Joseph K Miller

View on SEC IAPD

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