Melissa Gayle O'COnnor

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 01/2016 → 01/2017
  Bank Of America, N.A.
  Indianapolis, IN
• 01/2017 → 04/2017
  Signator Investors Inc.
  Muncie, IN
• 05/2017 → 10/2020
  Lpl Financial, Llc
  Anderson, IN
• 01/2018 → 08/2024
  Pulp & Pine, Llc
  Anderson, IN
• 08/2024 → 08/2025
  Comprehensive Financial Consultants
  Cicero, IN
• 02/2017 → 05/2017
  Wealth Strategies
  Muncie, IN
• 05/2017 → 10/2020
  Harber Group
  Anderson, IN
• 08/2025 → 12/2025
  Virtual Partners Group
  Woodland Hills, CA
• 12/2025 → Present
  Concurrent Investment Advisors, Llc
  Muncie, IN

Previous Registrations

• 2025-01-14 → 2025-08-19
  Comprehensive Financial Consultants
  Cicero, IN
• 2017-05-01 → 2020-12-18
  Lpl Financial Llc
  Anderson, IN
• 2017-02-03 → 2017-04-25
  Signator Investors, Inc.
  Muncie, IN
  Greenville, OH
• 2015-12-07 → 2017-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 2011-12-14 → 2015-11-27
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 2011-08-05 → 2011-12-12
  Wells Fargo Advisors Financial Network, Llc
  Indianapolis, IN
• 2010-09-23 → 2011-08-05
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13
• S66 Uniform Combined State Law Examination
  2010-09-22

Other Names

• Melissa Gayle Tharp
• Melissa O'COnnor
• Melissa Gayle O'COnnor
• Melissa Gayle Oconnor
• Melissa G Tharp