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Concurrent Investment Advisors, LLC CRD 323135
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-02 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
12730 High Bluff Dr. Ste 160, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Diego | CA | 05/2016 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 06/2016 | 04/2023 |
| Ipsy-Gen Beauty | New York | NY | 10/2018 | 01/2019 |
| Concurrent Investment Advisors Llc | San Diego | CA | 05/2023 | Present |
| Concurrent Advisors, Llc | San Diego | CA | 05/2017 | 05/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
(1) Concurrent Investment Advisors.12730 High Bluff Dr. Ste 160, San Diego, CA, United States. Support Company - Non-Owner. Vice-president. Investment Related: No. Start Date: 10/01/2018. Hours per month devoted to this business: 160. Hours per month devoted to this business during trading hours: 160. Description of duties: lead various departments and work on overall operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
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