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Douglas Raymond Maclardy

Concurrent Investment Advisors, LLC

Tampa, FL

Vancouver, WA

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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-04-18
  • WA RA
    APPROVED
    Since 2023-04-18

Branch Locations

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

16508 Se 24Th Street Suite 201, Vancouver, WA 98683 • 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
Lpl Financial Vancouver WA 12/2007 10/2019
Raymond James Vancouver WA 10/2019 04/2023
Raymond James Financial Services, Inc. Vancouver WA 10/2019 04/2023
Concurrent Advisors Dba Columbia Associates Financial Group Vancouver WA 10/2019 Present
The Benefits Grouip Llc Vancouver WA 10/2019 04/2023
Purshe Kaplan Sterling Investments Albany NY 04/2023 07/2024
  • 12/2007 → 10/2019
    Lpl Financial
    Vancouver, WA
  • 10/2019 → 04/2023
    Raymond James
    Vancouver, WA
  • 10/2019 → 04/2023
    Raymond James Financial Services, Inc.
    Vancouver, WA
  • 10/2019 → Present
    Concurrent Advisors Dba Columbia Associates Financial Group
    Vancouver, WA
  • 10/2019 → 04/2023
    The Benefits Grouip Llc
    Vancouver, WA
  • 04/2023 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

(1) Concurrent Advisors DBA Columbia Associates Financial Group. Investment Related. 16508 SE 24th St Ste 201, Vancouver, WA, 98683. Non-variable Insurance. Agent, Owner. 10/18/2019. Hrs/month 150 all during trading hours. Provide financial advice to clients. (2) Concurrent Partners 1. Investment Related. 16508 SE 24th Street, Vancouver, WA, 98683. Personal/Private Investment. 02/05/2021. Position: Partner, Hrs/month 0-1 all during trading hours. Duties: Investor (3) Fixed Insurance. Investment related. 16508 SE 24th St Ste 201, Vancouver, WA 98683. Fixed / Traditional Insurance. Agent. 04/2023. Hrs/month 4 all during trading hours. Sales of Fixed / Traditional insurance products (4) Petros Network. Not Investment Related. 6600 SW 92nd Avenue, #140, Portland, OR 97223. Board of Directors. Board Member. 07/2023. 1 Hr/Mo; 0 During Trading Hours. General Organization Oversight and Guidance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-26
S63 Uniform Securities Agent State Law Examination 1987-03-25
  • S65 Uniform Investment Adviser Law Examination
    2006-06-26
  • S63 Uniform Securities Agent State Law Examination
    1987-03-25
Other Names
  • Doug Maclardy
  • Douglas R Maclardy

View on SEC IAPD

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