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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-21
  • OH RA
    APPROVED
    Since 2025-10-21

Branch Locations

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

4450 Belden Village Street Nw Suite 601, Canton, OH 44718 • 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
Sivel Capital Management, Inc. East Greenville PA 06/2015 01/2018
Lpl Financial Llc Canton OH 01/2018 02/2021
Livingston Group Asset Management Company Dba Southport Capital Canton OH 03/2021 09/2021
Wealthsource Partners, Llc Canton OH 09/2021 11/2022
Concurrent Investment Advisors, Llc Canton OH 10/2025 Present
Brookshire Wealth Management Canton OH 01/2018 Present
  • 06/2015 → 01/2018
    Sivel Capital Management, Inc.
    East Greenville, PA
  • 01/2018 → 02/2021
    Lpl Financial Llc
    Canton, OH
  • 03/2021 → 09/2021
    Livingston Group Asset Management Company Dba Southport Capital
    Canton, OH
  • 09/2021 → 11/2022
    Wealthsource Partners, Llc
    Canton, OH
  • 10/2025 → Present
    Canton, OH
  • 01/2018 → Present
    Brookshire Wealth Management
    Canton, OH
Previous Registrations
  • 2022-09-13 → 2025-12-31
    Brookshire Wealth Management
    Canton, OH
  • 2021-09-12 → 2022-11-30
    Wealthsource®
    Canton, OH
  • 2021-03-04 → 2021-11-16
    Southport Capital
    Canton, OH
  • 2018-02-08 → 2021-03-29
    Brookshire Wealth Management
    Canton, OH
  • 2015-07-23 → 2018-02-22
    Sivel Capital Management, Inc
    Canton, OH
  • 2006-10-24 → 2007-05-29
    Citicorp Investment Services
    Boston, MA
  • 2003-09-08 → 2004-09-02
    Columbia Management Advisors, Inc.
    Providence, RI
Other Businesses

Brookshire Wealth Management; Investment Related: Yes; 4450 Belden Village Street, NW, Suite 601, Canton OH 44718; DBA; Director.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-16
S65 Uniform Investment Adviser Law Examination 1994-09-02
  • S66 Uniform Combined State Law Examination
    2006-10-16
  • S65 Uniform Investment Adviser Law Examination
    1994-09-02
Designations
Other Names
  • Bruce Dipietro

View on SEC IAPD

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