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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-07-06
  • MD RA
    APPROVED
    Since 2026-07-06

Branch Locations

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

17800 New Hampshire Ave, Ashton, MD 20861 • 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 Ashton MD 07/2011 06/2026
Raymond James Financial Services Advisors Inc. Ashton MD 07/2011 07/2026
Wike Financial Dba Potomac Financial Group Calverton MD 07/2011 07/2024
Concurrent Investment Advisors, Llc Ashton MD 07/2026 Present
Previous Registrations
Other Businesses

(1) Name of Business: DHJ Advisors, LLC Address: 4061 Powder Mill Rd Ste 705, Calverton, MD, 20705, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/22/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company owner. (2) Potomac Financial Group; Investment Related: Yes; 17800 New Hampshire Ave; Ashton, MD 20861; Support Company/DBA; Financial Advisor; 06/22/2026; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory services and general business administration is conducted. (3) Fixed Insurance; Investment Related: Yes; 17800 New Hampshire Ave, Ashton MD 20861; Independent Insurance Agent; 06/2026; Less than 10% of time monthly during business hours; Sales of Non-Variable insurance and annuity products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-16
  • S66 Uniform Combined State Law Examination
    2002-05-16
Designations

View on SEC IAPD

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