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Earl Bradford Hudgens

Concurrent Investment Advisors, LLC

Tampa, FL

Hot Springs, AR

CRD 710379

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Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-03
  • TX RA
    APPROVED_RES
    Since 2026-08-03

Branch Locations

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

4332 Central Ave Suite A, Hot Springs, AR 71913 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Hot Springs AR 06/2009 06/2026
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2026
Concurrent Investment Advisors, Llc Hot Springs AR 07/2026 Present
  • 06/2009 → 06/2026
    Morgan Stanley Smith Barney
    Hot Springs, AR
  • 01/2015 → 06/2026
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2026 → Present
    Hot Springs, AR
Previous Registrations
  • 2009-06-01 → 2026-07-24
    Hot Springs, AR
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Hot Springs, AR
  • 1995-05-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    Hot Springs, AR
    Hot Springs, AR
Other Businesses

1. H2 LLC; Investment related; Hot Springs, AR; Land real estate; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2007; During business hours: 0; After business hours: 0.1; Hold real estate until it may sell, pay taxes, bush hog to maintain. *392053 - Administration; Investment related - Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 0; After business hours: 0; Estate Administration Hudgens Wealth Management; Investment Related; at business location; Support company/DBA; owner/Financial Advisor; 07/28/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration is conducted.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-11-19
S63 Uniform Securities Agent State Law Examination 1979-10-16
  • S65 Uniform Investment Adviser Law Examination
    1993-11-19
  • S63 Uniform Securities Agent State Law Examination
    1979-10-16
Other Names
  • Brad Hudgens
  • Brad Hudgens

View on SEC IAPD

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