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Brian Scott Heimowitz

Concurrent Investment Advisors, LLC

Tampa, FL

Miami, 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 2025-02-27
  • FL RA
    APPROVED
    Since 2025-02-27

Branch Locations

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

Miami, FL • 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
Crystal Capital Partners Bay Harbor Islands FL 01/2015 12/2021
Birchwood Capital Management Miami FL 01/2022 02/2025
Concurrent Investment Advisors, Llc Miami FL 02/2025 Present
  • 01/2015 → 12/2021
    Crystal Capital Partners
    Bay Harbor Islands, FL
  • 01/2022 → 02/2025
    Birchwood Capital Management
    Miami, FL
  • 02/2025 → Present
    Concurrent Investment Advisors, Llc
    Miami, FL
Previous Registrations
  • 2022-05-18 → 2025-08-19
    Birchwood Capital Management
    Miami, FL
    Miami, FL
Other Businesses

Birchwood Capital Management; Investment Related? Yes; 3254 Charles Avenue, Miami, FL 33133; Consulting; Owner; Start Date 01/2022;

Designations
Other Names
  • Brian Heimowitz

View on SEC IAPD

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