Joshua Steve Curtis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 09/2019
  Northwestern Mutual Investment Services Llc
  Richmond, VA
• 06/2016 → 09/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2016 → 09/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2019 → 05/2021
  Mass Mutual Life Insurance Company
  Richmond, VA
• 10/2019 → 05/2021
  Mml Investors Services, Llc
  Richmond, VA
• 01/2016 → 08/2018
  Mac Accounting
  Midlothian, VA
• 05/2021 → 01/2025
  Foundations Investment Advisors Llc
  Phoenix, AZ
• 01/2015 → Present
  Eqb Strategy
  Richmond, VA
• 07/2023 → 02/2024
  Sphinx Investments Llc
  Lewes, DE
• 05/2025 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL

Previous Registrations

• 2021-05-20 → 2025-01-13
  Foundations Investment Advisors Llc
  Midlothian, VA
  Phoenix, AZ
• 2023-09-18 → 2024-02-12
  Sphinx Investments Llc
  Lewes, DE
• 2020-01-13 → 2021-05-17
  Mml Investors Services, Llc
  Charlottesville, VA
  Richmond, VA

Other Businesses

Joshua Curtis; Investment Related: Yes; Address- same as office of employment; Annuity/Insurance Business; Agent; 10 hours/month; 10 during trading hours; Provides insurance advice based on needs of client(s). Sphinx Advisory Group, Investment Related: Yes, Address - same as office of employment; DBA; Owner; 160 hrs/month; 140 trading hrs/month; DBA under which name advisory business is conducted. EQB Strategy LLC; Investment Related: No; Address - same as office of employment; Tax consulting regarding tax strategy; Consultant and owner; 2 hours/month; 2 hours during trading hours; Provides tax consulting based on needs of client(s).

Exams

• S66 Uniform Combined State Law Examination
  2019-11-15
• S63 Uniform Securities Agent State Law Examination
  2018-03-14

Other Names

• Joshua Steve Curtis
• Josh Curtis
• Joshua Steve Curtis
• Josh Curtis
• Joshua Curtis