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Timothy Warren Bailey

Concurrent Investment Advisors, LLC

Tampa, FL

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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-18
  • FL RA
    APPROVED
    Since 2024-05-18

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
OrganizationCityStateFromTo
Raymond James And Associates St Petersburg FL 06/2014 04/2021
Carillon Fund Distributors, Inc St Petersburg FL 04/2021 12/2021
Fisher Investments Tampa FL 12/2021 05/2022
Bloomin Brands Inc Tampa FL 05/2022 01/2024
Concurrent Investment Advisors Tampa FL 01/2024 Present
Concurrent Investment Advisors, Llc Tampa FL 01/2024 Present
  • 06/2014 → 04/2021
    Raymond James And Associates
    St Petersburg, FL
  • 04/2021 → 12/2021
    Carillon Fund Distributors, Inc
    St Petersburg, FL
  • 12/2021 → 05/2022
    Fisher Investments
    Tampa, FL
  • 05/2022 → 01/2024
    Bloomin Brands Inc
    Tampa, FL
  • 01/2024 → Present
    Concurrent Investment Advisors
    Tampa, FL
  • 01/2024 → Present
    Concurrent Investment Advisors, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-24
  • S65 Uniform Investment Adviser Law Examination
    2022-01-24

View on SEC IAPD

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