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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-29
  • NY RA
    APPROVED
    Since 2024-11-29

Branch Locations

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

980 Old Country Rd, Plainview, NY 11803 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Melville NY 12/2014 09/2020
Purshe Kaplan Sterling Investments Albany NY 09/2020 Present
Thrivent Advisor Network, Llc D/B/A Louis C. Ciliberti & Associa Minneapolis MN 09/2020 11/2024
Concurrent Investment Advisors, Llc Plainview NY 11/2024 Present
  • 12/2014 → 09/2020
    Ameriprise Financial Services, Inc.
    Melville, NY
  • 09/2020 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2020 → 11/2024
    Thrivent Advisor Network, Llc D/B/A Louis C. Ciliberti & Associa
    Minneapolis, MN
  • 11/2024 → Present
    Plainview, NY
Previous Registrations
Other Businesses

1) Concurrent Investment Advisors d/b/a Louis Ciliberti & Associates. Investment related. At registered location. RIA. Financial Advisor. 9/2020. 75 hrs/mnth. 3 hrs/trading hrs. Financial Advisor for an RIA member of Thrivent Advisor network with Louis Ciliberti and Associates. 2) PKSF. Investment related. 80 State St, Albany, NY 12207. Fixed/traditional insurance. Agent. 9/2020. 40 hrs/week. 40 hrs/trading hrs. Sales of fixed/traditional insurance. 3) Flurry Associates LLC. Investment Related. At registered location. Financial, Equity Owner, Manager. Start 10/2020. 2hrs/mo, during trading hours. Payments.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-22
S63 Uniform Securities Agent State Law Examination 1994-02-09
  • S65 Uniform Investment Adviser Law Examination
    2004-01-22
  • S63 Uniform Securities Agent State Law Examination
    1994-02-09
Other Names
  • George Flurence Crowley
  • George Flurence Crowley

View on SEC IAPD

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