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Joshua Patrick Don

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 2024-02-05
  • FL RA
    APPROVED
    Since 2024-02-05

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
Scituate High School Scituate MA 09/2013 06/2019
University Of Tampa Tampa FL 08/2018 05/2022
Concurrent Investment Advisors Tampa FL 05/2023 Present
Concurrent Investment Advisors, Llc Tampa FL 05/2023 Present
N/A Tampa FL 05/2022 05/2023
  • 09/2013 → 06/2019
    Scituate High School
    Scituate, MA
  • 08/2018 → 05/2022
    University Of Tampa
    Tampa, FL
  • 05/2023 → Present
    Concurrent Investment Advisors
    Tampa, FL
  • 05/2023 → Present
    Concurrent Investment Advisors, Llc
    Tampa, FL
  • 05/2022 → 05/2023
    N/A
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

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