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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-04-29
  • AZ RA
    APPROVED
    Since 2024-04-29

Branch Locations

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

8679 E San Alberto Dr., Scottsdale, AZ 85258 • 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
Raymond James Financial Services, Inc. Chandler AZ 09/2016 04/2024
Unemployed Mesa AZ 06/2016 09/2016
Raymond James Financial Services, Inc. Chandler AZ 03/2018 04/2024
Raymond James Financial Services Advisors Inc. Chandler AZ 07/2018 04/2024
Well On Your Way Chandler AZ 07/2021 05/2022
The Weatlh Stewards Chandler AZ 05/2018 Present
Concurrent Investment Advisors, Llc Chandler AZ 04/2024 Present
The Wealth Stewards - Raymond James Financial Serv Chandler AZ 03/2018 04/2024
Flores Wealth Management - Raymond James Financial Chandler AZ 09/2016 03/2018
  • 09/2016 → 04/2024
    Raymond James Financial Services, Inc.
    Chandler, AZ
  • 06/2016 → 09/2016
    Unemployed
    Mesa, AZ
  • 03/2018 → 04/2024
    Raymond James Financial Services, Inc.
    Chandler, AZ
  • 07/2018 → 04/2024
    Chandler, AZ
  • 07/2021 → 05/2022
    Well On Your Way
    Chandler, AZ
  • 05/2018 → Present
    The Weatlh Stewards
    Chandler, AZ
  • 04/2024 → Present
    Chandler, AZ
  • 03/2018 → 04/2024
    The Wealth Stewards - Raymond James Financial Serv
    Chandler, AZ
  • 09/2016 → 03/2018
    Flores Wealth Management - Raymond James Financial
    Chandler, AZ
Previous Registrations
Other Businesses

(1)Name of Business: The Wealth Stewards Address: 2121 W Chandler Blvd Ste 103, Chandler, AZ, 85224, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Practice Manager - manage staff. Serve as relationship manager on client accounts (2) Denise Douaire McGuire serves her mother-in-law, Marceline McGuire, with her Fidelity account as an authorized user; Investment related: Yes; Location: 421 W 6th St Unit 1006 Tempe AZ 85281 US; Start date: 2024-05-23; Description: I am an authorized user on my Mother-In-Laws Fidelity accounts - to help her keep track of her account; Responsibilities: Assist mother-in-law with her account; 0 Hours per month during trading hours; 1 Hours per month outside trading hours; 0% of total yearly compensation derived from the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-26
  • S66 Uniform Combined State Law Examination
    2018-07-26
Designations
Other Names
  • Denise Marie Douaire
  • Denise Douaire

View on SEC IAPD

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