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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-30
  • IN RA
    APPROVED
    Since 2024-10-30

Branch Locations

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

810 Brown Street Suite C, Columbus, IN 47201 • 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 Financial Services Advisors, Inc Columbus IN 03/2022 Present
Na Zhuhai 11/2021 12/2021
Zhuhai Da Heng Qin Development Co., Ltd Zhuhai 07/2020 10/2021
Hengqin Financial Investment Group Co., Ltd Zhuhai 09/2017 06/2020
Unemployed Zhuhai 11/2016 08/2017
Imperial College London And University Of Cambridge London And Cambridge 10/2011 10/2016
Engelstad Wealth Advisors Columbus IN 02/2022 Present
Raymond James Financial Services Advisors, Inc Columbus IN 02/2021 Present
Student Cambridge 10/2014 10/2016
Concurrent Investment Advisors, Llc Columbus IN 10/2024 Present
Previous Registrations
Other Businesses

Engelstad Wealth Advisors - 02/2022 - Columbus, IN - DBA Support company - Investment related - Wealth Management - 160/132 hrs per month - Employee

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-06
  • S66 Uniform Combined State Law Examination
    2022-06-06
Designations
Other Names
  • Sherry Luo

View on SEC IAPD

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