Courtney Tara Haddad

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

• 02/2002 → 11/2022
  Raymond James Financial Services, Inc.
  Tampa, FL
• 04/2001 → 12/2017
  Property Rentals
  Largo, FL
• 01/2009 → 11/2022
  Raymond James Financial Services Advisors, Inc.
  Tampa, FL
• 11/2022 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 11/2022 → Present
  Concurrent Advisors, Llc
  Tampa, FL
• 07/2024 → Present
  Concurrent Asset Management
  Tampa, FL

Previous Registrations

• 2009-01-02 → 2022-11-11
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Tampa, FL
• 2004-11-17 → 2009-10-10
  Raymond James Financial Services, Inc.
  Kingston, PA
  Columbia, SC
  Plainville, MA
  Solon, OH
  New York, NY
  Green Bay, WI
  Ponte Vedra Beach, FL
  Nashville, TN
  Clarksville, TN
  Lubbock, TX
  San Diego, CA
  Lubbock, TX
  Irvine, CA
  Salt Lake City, UT
  Chico, CA
  Chico, CA
  Chico, CA
  Lake Charles, LA
  Bethesda, MD
  Greenville, NC
  Santa Ana, CA
  Kailua-Kona, HI
  Geneva, IL
  Hickory, NC
  Mechanicsville, VA
  Elko, NV
  Torrance, CA
  Greenwood, MS
  El Paso, TX
  Tulsa, OK
  Spartanburg, SC
  Bloomington, MN
  Atlanta, GA
  Savannah, GA
  Bonita Springs, FL
  Detroit Lakes, MN
  Flagstaff, AZ
  Flower Mound, TX
  Beallsville, MD
  Conway, SC
  Miami, FL
  Fargo, ND
  Grand Rapids, MI
  Westport, CT
  Edmond, OK
  St Petersburg, FL
  Lubbock, TX
  Santa Clarita, CA
  South St. Paul, MN
  Warsaw, IN
  Green Bay, WI
  St Louis, MO
  Jasper, IN
  Lockport, NY
  St Petersburg, FL
  Basking Ridge, NJ
  Houston, TX
  Margate City, NJ
  Fairfield, NJ
  Warrenville, IL
  Atlanta, GA
  Evergreen, CO
  Hagerstown, MD
  Hillsboro, OH
  Staten Island, NY
  Ponte Vedra Beach, FL
  Everett, WA
  Camden, ME
  Spokane, WA
  Spokane, WA
  Goshen, NY
  Akron, OH
  Winchester, TN
  Jamestown, NC
  Lubbock, TX
  Plano, TX
  Lodi, CA
  Exton, PA
  Suffolk, VA
  Canfield, OH
  Toledo, OH
  Canfield, OH
  Milwaukee, WI
  Charlotte, NC
  Bridgewater, NJ
  Medina, OH
  San Jose, CA
  Cumming, GA
  Brea, CA
  Lubbock, TX
  Plymouth, MA
  Lake In The Hills, IL
  Gaithersburg, MD
  Philadelphia, PA
  Massapequa, NY
  Jackson, TN
  St Petersburg, FL
  Atlanta, TX
  San Angelo, TX
  San Angelo, TX
  Hartford City, IN
  Franklin, MA
  Uniondale, NY
  Lakewood, CO
  Barboursville, WV
  Shalimar, FL
  Gulf Breeze, FL
  Cottonwood Heights, UT
  Ventura, CA
  Duluth, MN
  Wheeling, WV
  Westerville, OH
  Oakdale, PA
  Lakewood Ranch, FL
  Lubbock, TX
  Houston, TX
  Houston, TX
  Garden City, NY
  Fayetteville, AR
  Northridge, CA
  Sun City West, AZ
  Cape Coral, FL
  Winston-Salem, NC
  Plainview, NY
  Fort Bragg, CA
  Riverside, CA
  Riverside, CA
  Williamsburg, VA
  Torrance, CA
  Williamsburg, VA
  Portsmouth, OH
  New York, NY
  Tucson, AZ
  Orlando, FL
  Baton Rouge, LA
  Franklin, TN
  Stevensville, MI
  Seattle, WA
  Greenville, NC
  Orlando, FL
  Hermitage, PA
  Newport Beach, CA
  Bourbonnais, IL
  Woodland Hills, CA
  Longmont, CO
  Ann Arbor, MI
  Perham, MN
  Broomfield, CO
  Holly Springs, NC
  Encinitas, CA
  Daytona Beach, FL
  Lisle, IL
  Phoenix, MD
  Suwanee, GA
  Austin, TX
  Chelmsford, MA
  Birmingham, AL
  Irvine, CA
  Nokomis, FL
  Greeneville, TN
  Oxford, MS
  Garden City, NY
  Cypress, CA
  Houston, TX
  New York, NY
  Redding, CA
  Greenville, SC
  Sebring, FL
  Collierville, TN
  Buffalo, NY
  Salt Lake City, UT
  Taunton, MA
  South Ogden, UT
  Las Vegas, NV
  Honolulu, HI
  Melville, NY
  Katy, TX
  Conroe, TX
  Manitowoc, WI
  Raleigh, NC
  San Jose, CA
  Prior Lake, MN
  Las Vegas, NV
  Charlottesville, VA
  Honolulu, HI
  Scottsboro, AL
  Stoughton, MA
  Melbourne, FL
  Annapolis, MD
  Nazareth, PA
  Lake Oswego, OR
  Gaithersburg, MD
  Ft Lauderdale, FL
  Dublin, OH
  Caldwell, ID
  Salt Lake City, UT
  Fayetteville, NC
  Dodge City, KS
  Grass Valley, CA
  Hudson, OH
  Tampa, FL
  Flowood, MS
  Everette, WA
  Ocala, FL
  Hingham, MA
  Destin, FL
  Lafayette, LA
  Danville, CA
  Arkansas City, KS
  Auburn, AL
  Yankton, SD
  Kailua Kona, HI
  Traverse City, MI
  Tampa, FL
  Petaluma, CA
  Upland, CA
  Greenwood Village, CO
  Kingwood, TX
  Atlanta, GA
  Lexington, KY
  Las Cruces, NM
  Jackson, CA
  Tustin, CA
  Raleigh, NC
  Dayton, OH
  Fairport, NY
  Culpeper, VA
  Montgomery, AL
  Kinston, NC
  Fort Lauderdale, FL
  Austin, TX
  Wheaton, IL
  Wheaton, IL
  Dupont, WA
  Virginia Beach, VA
  Dyersburg, TN
  Lake Oswego, OR
  Seattle, WA
  San Diego, CA
  Indianapolis, IN
  Manassas, VA
  Tampa, FL
  Winona, MN
  Odessa, TX
  Dallas, TX
  Bend, OR
  Mason, OH
  Ft. Lauderdale, FL
  Miami, FL
  Lake Mary, FL
  Boca Raton, FL
  Watkinsville, GA
  Greensboro, NC
  Eau Claire, WI
  Plymouth Meeting, PA
  Elkhorn, NE
  Washington, DC
  Gloucester, VA
  Arlington, TX
  Brimley, MI
  Nokomis, FL
  Charlotte, NC
  Armonk, NY
  Armonk, NY
  Mystic, CT
  Marquette, MI
  Cary, NC
  Salina, KS
  Mckinney, TX
  Greer, SC
  Duluth, MN
  Montoursville, PA
  Farmington, MO
  Stuart, FL
  Catonsville, MD
  Kennebunk, ME
  Littleton, CO
  Grand Forks, ND
  Tucson, AZ
  Pagosa Springs, CO
  Santa Maria, CA
  Longview, TX
  Hagerstown, MD
  Youngstown, OH
  Eau Claire, WI
  Fort Myers, FL
  Marlton, NJ
  The Dalles, OR
  Houston, TX
  Emmaus, PA
  Bartlesville, OK
  Scottsdale, AZ
  Westerville, OH
  Asheboro, NC
  Lodi, CA
  Albuquerque, NM
  Englewood, CO
  Lewisville, TX
  Redding, CA
  Wilmington, DE
  Boston, MA
  Crete, IL
  San Antonio, TX
  Minot, ND
  Lake Geneva, WI
  Nashville, TN
  San Ramon, CA
  Westlake, OH
  New York, NY
  Sacramento, CA
  San Francisco, CA
  San Francisco, CA
  Spartanburg, SC
  Chelsea, MI
  Wilmington, DE
  Huntington, NY
  Oak Brook, IL
  Indianapolis, IN
  Tulsa, OK
  Evansville, IN
  Las Vegas, NV
  Scottsdale, AZ
  Salem, MA
  Escondido, CA
  Eugene, OR
  San Marcos, CA
  Prosper, TX
  Berlin, MD
  Mechanicsville, VA
  Corpus Christi, TX
  Minocqua, WI
  Byron, IL
  Indianapolis, IN
  Englewood, FL
  Boise, ID
  Charleston, WV
  Hingham, MA
  Greenville, SC
  Florence, KY
  Newton, MA
  Columbus, OH
  Sugar Land, TX
  Raleigh, NC
  Albany, NY
  Weatherford, TX
  Goodyear, AZ
  Colville, WA
  Spokane Valley, WA
  Fayetteville, NC
  Florence, SC
  Mackinaw, IL
  Sidell, IL
  La Crosse, WI
  Salem, OR
  Prairie Village, KS
  Cheraw, SC
  Anniston, AL
  Commerce, GA
  Jefferson, GA
  Hoschton, GA
  Dacula, GA
  Ringgold, GA
  Prague, OK
  Brevard, NC
  Cedar Knolls, NJ
  Ft. Gratiot, MI
  Wilmington, NC
  Anderson, SC
  Richardson, TX
  Saint Petersburg, FL
  Farmington, NM
  Odessa, TX
  Vienna, VA
  Concord, OH
  Mt. Airy, NC
  Blackfoot, ID
  Mt. Dora, FL
  Raleigh, NC
  Winter Park, FL
  Columbus, OH
  Columbus, OH
  Orlando, FL
  Claremont, CA
  La Quinta, CA
  Jackson, GA
  Carolina Beach, NC
  Century City, CA
  Downers Grove, IL
  Worcester, MA
  Miramar, FL
  Portsmouth, NH
  Oklahoma City, OK
  Marion, NC
  Marble Falls, TX
  Borger, TX
  Centerville, MA
  Bonita Springs, FL
  Ocala, FL
  Salt Lake City, UT
  Milwaukee, WI
  Marysville, MI
  Tallahassee, FL
  Overland Park, KS
  Hixson, TN
  Elkhart, IN
  Dripping Springs, TX
  Denver, CO
  Rochester, MI
  Tampa, FL
  Sparta, NJ
  Birmingham, AL
  Austin, TX
  Birmingham, AL
  Plano, TX
  Bellaire, TX
  South Jordan, UT
  Aptos, CA
  Three Rivers, MI
  Smithtown, NY
  Ft. Lauderdale, FL
  Thousand Oaks, CA
  Malvern, PA
  Burlington, MA
  Winter Garden, FL
  Clifton Park, NY
  Bethesda, MD
  Hudsonville, MI
  Tampa, FL
  Dubuque, IA
  Columbus, NC
  Nacogdoches, TX
  Plymouth, MN
  Burlington, MA
  Old Saybrook, CT
  San Francisco, CA
  Nashua, NH
  Duncan, OK
  Winston-Salem, NC
  Newport News, VA
  Nashua, NH
  Eagle, ID
  Huron, SD
  Monterey, CA
  Vancouver, WA
  Texas City, TX
  Montgomery, AL
  Irvine, CA
  Vancouver, WA
  Clive, IA
  Augusta, GA
  Birmingham, AL
  West Lawn, PA
  Raleigh, NC
  Castle Rock, CO
  Albuquerque, NM
  Eagle, ID
  Eagle, ID
  Danville, VA
  Campbell, CA
  Denver, CO
  London
  Waukesha, WI
  Boca Raton, FL
  Reading, PA
  Tucson, AZ
  Seal Beach, CA
  Friendswood, TX
  Texarkana, TX
  Cedar Rapids, IA
  Barboursville, WV
  Tyler, TX
  Bend, OR
  Bedford, NH
  College Station, TX
  Clearwater, FL
  New Albany, OH
  Oakbrook Terrace, IL
  Phoenix, AZ
  Lakewood Ranch, FL
  Elmira, NY
  Evanston, IL
  West Chester, OH
  Jacksonville, FL
  Oak Brook, IL
  Jackson, TN
  York, ME
  Aptos, CA
  Beachwood, OH
  Hingham, MA
  Pittsburgh, PA
  Beaver, PA
  Beaver, PA
  Fayetteville, AR
  Winter Park, FL
  Monroe, NC
  Orem, UT
  Hampton Bays, NY
  Lake Charles, LA
  Myrtle Beach, SC
  Highlands Ranch, CO
  St Clair Shores, MI
  Wooster, OH
  Mercer Island, WA
  Sarasota, FL
  Wheat Ridge, CO
  Lake Worth, FL
  Chicago, IL
  Virginia Beach, VA
  Newport Beach, CA
  Columbia, MD
  Murrells Inlet, SC
  Bethany Beach, DE
  Tulsa, OK
  Muncie, IN
  Colorado Springs, CO
  Angleton, TX
  Orlando, FL
  Westlake, OH
  Reno, NV
  Chattanooga, TN
  Mystic, CT
  Savannah, GA
  Marietta, GA
  Southport, CT
  Land O' Lakes, FL
  Tukwila, WA
  Oskaloosa, IA
  San Diego, CA
  Raleigh, NC
  Ponca City, OK
  Houston, TX
  Laurens, SC
  Tucson, AZ
  Georgetown, SC
  Wayne, PA
  Hunt Valley, MD
  Hot Springs, AR
  Nashville, TN
  Brookfield, WI
  Spartanburg, SC
  San Ramon, CA
  Tigard, OR
  Bel Air, MD
  Palm Beach Gardens, FL
  High Point, NC
  Pittsburgh, PA
  Salt Lake City, UT
  Lake Mary, FL
  Harrisburg, IL
  Mckinney, TX
  Westlake Village, CA
  Lakeland, FL
  Rockland, MA
  New York, NY
  Sulphur Springs, TX
  Los Gatos, CA
  Westborough, MA
  Roslyn Heights, NY
  Midland, TX
  Perrysburg, OH
  Clearwater, FL
  Chillicothe, MO
  Enid, OK
  Cooper City, FL
  Flushing, MI
  Seattle, WA
  The Woodlands, TX
  Reston, VA
  Johnstown, PA
  Park City, UT
  King Of Prussia, PA
  Issaquah, WA
  The Woodlands, TX
  Northville, MI
  Columbus, OH
  West Point, GA
  Boise, ID
  Vienna, VA
  Auburn, AL
  Ballinger, TX
  Atlantic Beach, FL
  Spring Hill, FL
  Wheaton, IL
  Campbell, CA
  Wakefield, MA
  Phoenix, AZ
  Medina, OH
  North Canton, OH
  Mill Creek, WA
  Itasca, IL
  Mill Creek, WA
  Naples, FL
  Coralville, IA
  West Des Moines, IA
  San Angelo, TX
  Gainesville, FL
  Scottsdale, AZ
  Westlake, OH
  Jacksonville Beach, FL
  Malvern, PA
  Arvada, CO
  Kennebunk, ME
  Pasadena, CA
  Visalia, CA
  Bellevue, WA
  Norman, OK
  St Petersburg, FL
  Elizabethtown, PA
  New York City, NY
  Indianapolis, IN
  Fort Worth, TX
  Steamboat Springs, CO
  Xenia, OH
  Waco, TX
  North Brunswick, NJ
  Marathon, FL
  Pensacola, FL
  Chicago, IL
  New Braunfels, TX
  Fort Myers, FL
  Gainesville, GA
  Peachtree Corners, GA
  Tampa, FL
  Solon, OH
  Coeur D Alene, ID
  Elizabeth City, NC
  St. George, UT
  Plano, TX
  Burlington, NC
  Fort Wayne, IN
  Somerville, NJ
  Carrollton, TX
  Miami, FL
  Bryant, AR
  Saddle River, NJ
  Red Bank, NJ
  Lewiston, ME
  Kenosha, WI
  Fairfield, IL
  Westford, MA
  Lees Summit, MO
  Madison, AL
  Springboro, OH
  Melbourne, FL
  Belton, TX
  Port Clinton, OH
  Monroe, LA
  West Union, IA
  Kennesaw, GA
  Lutz, FL
  Melbourne, FL
  Lancaster, PA
  Bedminster, NJ
  Lake Placid, NY
  Lewisburg, PA
  Carefree, AZ
  Towson, MD
  Fort Myers, FL
  Branford, CT
  Longview, WA
  Omaha, NE
  New Bern, NC
  Waukesha, WI
  Hudson, OH
  Lakewood, CO
  Acton, MA
  Miami, FL
  Beaver, PA
  Woodland Hills, CA
  Canonsburg, PA
  Wexford, PA
  Las Vegas, NV
  Savannah, GA
  Pleasanton, CA
  Bel Air, MD
  Selma, AL
  Hickory, NC
  Saint Peters, MO
  Needham, MA
  St. Louis, MO
  Shelbyville, TN
  Colchester, CT
  Lutz, FL
  South Bend, IN
  Montgomery, AL
  Brea, CA
  Brea, CA
  Houston, TX
  Hinsdale, IL
  Coral Gables, FL
  Lufkin, TX
  Ft. Lauderdale, FL
  Cleveland, MS
  Tuscaloosa, AL
  Waukesha, WI
  Marysville, WA
  Fargo, ND
  Vancouver, WA
  Alpharetta, GA
  Denton, TX
  Palm Beach Gardens, FL
  Green Bay, WI
  Mesa, AZ
  Rogers, AR
  Llano, TX
  Hattiesburg, MS
  Fayetteville, NC
  Alexandria, MN
  Floresville, TX
  Coral Gables, FL
  Clearwater, FL
  St. Petersburg, FL
  Royal Oak, MI
  Salisbury, NC
  Nacogdoches, TX
  Senatobia, MS
  Basking Ridge, NJ
  Daytona Beach, FL
  Costa Mesa, CA
  Greensboro, NC
  Franklin, TN
  Glenview, IL
  Cleveland, MS
  Newton, MA
  Liberty, MO
  Largo, FL
  Miami, FL
  Boston, MA
  York, PA
  Hot Springs, AR
  Little Rock, AR
  Winter Park, FL
  Northfield, IL
  Scottsdale, AZ
  York, PA
  Fairview Heights, IL
  Rapid City, SD
  Paducah, KY
  El Campo, TX
  Jackson, MI
  Traverse City, MI
  Itasca, IL
  Hagerstown, MD
  Douglas, MA
  Terre Haute, IN
  Clarks Summit, PA
  Miami, FL
  Hagerstown, MD
  Owasso, OK
  Las Vegas, NV
  Mount Carmel, IL
  Melbourne, FL
  Mason, OH
  Miami, FL
  Sarasota, FL
  Highland, MI
  Madison, NC
  Boulder, CO
  Godfrey, IL
  American Fork, UT
  Center, TX
  Moon Township, PA
  Sarasota, FL
  Lockport, NY
  Indianapolis, IN
  Wichita, KS
  Troy, MI
  Albuquerque, NM
  Vancouver, WA
  Houston, TX
  Los Gatos, CA
  Cheasapeake, VA
  Alexander City, AL
  Greensboro, NC
  Oklahoma City, OK
  Nash, TX
  Melbourne, FL
  Nashville, TN
  Naples, FL
  Doylestown, PA
  Dayton, OH
  Dalton, GA
  Irving, TX
  Bohemia, NY
  Irvine, CA
  Louisville, KY
  Buffalo, NY
  Birmingham, AL
  Miami, FL
  Exton, PA
  Skokie, IL
  Mishawaka, IN
  Dallas, TX
  Birmingham, AL
  Sperry, OK
  Scottsdale, AZ
  Chesapeake, VA
  Saint Peters, MO
  Middleton, WI
  Huntington Woods, MI
  St Petersburg, FL
  Mechanicsburg, PA
  Erie, CO
  Gainesville, GA
  Hagerstown, MD
  Capitola, CA
  San Francisco, CA
  Manhattan Beach, CA
  Royal Oak, MI
  Rockton, IL
  Sheboygan, WI
  Boca Raton, FL
  Florence, SC
  San Diego, CA
  Hays, KS
  Spartanburg, SC
  Plano, TX
  Opelika, AL
  Gainesville, FL
  Charlotte, NC
  Nashville, TN
  Birmingham, AL
  Suffolk, VA
  Ottawa, IL
  Scottsdale, AZ
  Mckinney, TX
  Apopka, FL
  Fort Branch, IN
  El Segundo, CA
  Sycamore, IL
  Plano, TX
  Allen, TX
  Southborough, MA
  Glendale, CO
  Beaumont, TX
  Charlotte, NC
  Minnetonka, MN
  Centennial, CO
  Chelmsford, MA
  Houston, TX
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Sacramento, CA
  Clifton, TX
  Sebring, FL
  Parker, CO
  Lynden, WA
  Bonita Springs, FL
  Winter Haven, FL
  Boise, ID
  Northbrook, IL
  Moon Township, PA
  Fort Branch, IN
  Las Vegas, NV
  Mcconnellsburg, PA
  Savannah, GA
  Beaumont, TX
  Greenwood Village, CO
  Daytona Beach, FL
  Miami, FL
  Colorado Springs, CO
  Goshen, NY
  Stamford, TX
  Little Rock, AR
  Chesterfield, MO
  Williamsport, PA
  Maumee, OH
  Fountain Hills, AZ
  Auburn, AL
  Richmond, VA
  Flower Mound, TX
  Marion, IL
  Hauppage, NY
  Overland Park, KS
  Modesto, CA
  Madison, WI
  Arcadia, FL
  Fayetteville, AR
  Corvallis, OR
  Sanford, NC
  Naples, FL
  Asheville, NC
  Akron, OH
  Springfield, MO
  Great Barrington, MA
  Breaux Bridge, LA
  Naples, FL
  Bend, OR
  Buffalo, NY
  Liberty Hill, TX
  Chattanooga, TN
  Morristown, NJ
  Woodway, TX
  Oak Harbor, WA
  Traverse City, MI
  Greenwood Village, CO
  Melbourne, FL
  New Smyrna Beach, FL
  Deland, FL
  Milwaukee, WI
  Staunton, VA
  Hattiesburg, MS
  Peachtree City, GA
  Miami, FL
  Denton, TX
  Defiance, OH
  Brentwood, TN
  Rogers, AR
  Texarkana, TX
  Palm Springs, CA
  Greenfield, MA
  Centerville, OH
  Birmingham, AL
  Honolulu, HI
  Tampa, FL
  Washington, MO
  Las Vegas, NV
  Rogers, AR
  Wichita, KS
  Texarkana, TX
  Glastonbury, CT
  Springdale, AR
  Hannibal, MO
  Maitland, FL
  Henderson, KY
  York, PA
  Edmonds, WA
  Woodstock, GA
  Tulsa, OK
  Caldwell, ID
  Westfield, NJ
  Sebring, FL
  Plymouth, MI
  Corpus Christi, TX
  Muncie, IN
  West Palm Beach, FL
  Atmore, AL
  Fremont, MI
  Opelika, AL
  Bay City, MI
  King City, CA
  Fort Wayne, IN
  Walker, LA
  Aventura, FL
  Chandler, AZ
  Columbus, OH
  Chandler, AZ
  Houston, TX
  Bethlehem, PA
  Vicksburg, MS
  Garden City, NY
  Morgan City, LA
  Marysville, OH
  Mountain Home, AR
  Bossier City, LA
  Missoula, MT
  Corpus Christi, TX
  Downers Grove, IL
  Flower Mound, TX
  Orchard Park, NY
  Bellevue, WA
  Decorah, IA
  Columbus, GA
  Norfolk, NE
  Springfield, MA
  Florence, AL
  Bangor, ME
  Basking Ridge, NJ
  Waterville, OH
  New Orleans, LA
  Sandusky, OH
  East Setauket, NY
  Midland, TX
  Colorado Springs, CO
  Latham, NY
  Columbus, IN
  Basalt, CO
  Port Charlotte, FL
  Vero Beach, FL
  Albuquerque, NM
  Bristol, VA
  Fort Myers, FL
  Pikeville, KY
  Pasadena, CA
  Fort Myers, FL
  Atascadero, CA
  Franklin, VA
  Holland, MI
  Greenville, NC
  Doylestown, PA
  Cincinnati, OH
  Salt Lake City, UT
  Aptos, CA
  Collinsville, OK
  Clearwater, FL
  Indianapolis, IN
  Beaver Dam, WI
  Quincy, IL
  Alexandria, VA
  Little Rock, AR
  Saint Louis, MO
  Issaquah, WA
  Indianopolis, IN
  Vineyard Haven, MA
  Alpharetta, GA
  Munster, IN
  Honesdale, PA
  Winter Park, FL
  Hutchinson, KS
  St. Petersburg, FL
  Napa, CA
  Alexandria, VA
  Leesburg, VA
  Parkersburg, WV
  Birmingham, AL
  Joliet, IL
  Monterey, CA
  Abilene, TX
  Los Alamos, NM
  Virginia Beach, VA
  Overland Park, KS
  Williamsville, NY
  Eagle, ID
  Chattanooga, TN
  Waukesha, WI
  Saint Louis, MO
  Dallas, TX
  Carmel, IN
  Hinesville, GA
  Shrewsbury, NJ
  Irvine, CA
  Flagstaff, AZ
  Plantation, FL
  Wayne, NJ
  Columbia, MD
  Lincoln, NE
  Columbus, GA
  West Linn, OR
  Garden City, NY
  Rochester, MI
  Overland Park, KS
  Hot Springs, AR
  Lenox, MA
  Kirkland, WA
  Leesburg, VA
  Franklin, TN
  Lake Oswego, OR
  Garden City, KS
  Webster, TX
  Dallas, TX
  Salt Lake City, UT

Other Businesses

1. Courtney Haddad is dually registered with Concurrent Investment Advisors, LLC ("Concurrent" - since 11/2022) and as a Registered Representative of Purshe Kaplan Sterling Investments, Inc. ("PKS" - since 11/22), both investment-related businesses. Ms. Haddad also serves as the Chief Operating Officer/Chief Compliance Officer. 90% or more of Ms. Haddad's time is spent in her roles with Concurrent and the remaining as a Registered Representative of PKS. Concurrent and PKS are not affiliated entities. 2. St. Joseph's Children's Hospital Foundation. Not Investment Related. At Reported Location. Non-Profit Organization. Board Member. 1 Hr/Mo; All During Trading Hours. Attend Board Meetings and Charitable Events. No Compensation. 3. Women in Financial Services. Investment Related. At Reported Location. Non-Profit Organization. Social Chair. 1 Hr/Mo; All During Trading Hours. Arrange Social Events for Group. No Compensation. 4. Concurrent Asset Management LLC; Investment-related: Yes; Tampa, FL; Investment Advisor; Chief Compliance Officer; Start Date: 07/2024; Hours per month devoted during trading hours: 20; Hours per month devoted outside trading hours: 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-12
• S65 Uniform Investment Adviser Law Examination
  1999-02-12

Other Names

• Courtney T. Takacs
• Courtney Tara Takacs