William Patrick Premock

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

• 06/2009 → 11/2017
  Morgan Stanley
  Ft. Lauderdale, FL
• 01/2015 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → 08/2023
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL
• 01/2005 → 12/2017
  Morgan Stanley
  Fort Lauderdale, FL
• 11/2017 → 08/2023
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL
• 08/2023 → Present
  Concurrent Investment Advisors Llc
  Fort Lauderdale, FL
• 11/2017 → Present
  Tidwell-Premock-Basilone Private Wealth Management
  Fort Lauderdale, FL
• 08/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-11-02 → 2023-08-07
  Wells Fargo Advisors Financial Network, Llc
  Ft Lauderdale, FL
• 2009-06-01 → 2017-11-02
  Morgan Stanley
  Ft. Lauderdale, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
  Ft. Lauderdale, FL
• 2005-01-14 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ftlauderdale, FL
  Ft. Lauderdale, FL
• 1999-04-19 → 2005-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL

Other Businesses

1. Concurrent Investment Advisors LLC dba Tidwell-Premock-Basilone Private Wealth Management. Investment Related. 2400 E. Commericial Boulevard, Fort Lauderdale, Florida 33316. RIA. Investment Advisor Representative(IAR)/Financial Advisor. 5/15/2023. 40 hours/month all during trading hours. Provide financial/investment advice and manage accounts/portfolios based on the needs of clients. 2. Fixed Insurance. Not Investment Related. 2400 E. Commericial Boulevard, Fort Lauderdale, Florida 33316. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. 5/15/2023. 1 hr/month all during trading hours. Provide insurance advice based on the needs of client(s). 3. PRE Holding Company. Not Investment Related. 1410 SE 11 Street, Fort Lauderdale, Florida 33316. Holding Company. Owner/MGR. 6/6/2007. 1 hr/month spent on this business with 0 hrs during trading hrs. Vacant land investment property held on LLC. 4. Manager; ATLAS Marine 39, LLC; investment related: No; Location of the business: 1410 SE 11 Street Fort Lauderdale FL 33316 United States; Description of the business: LLC holds title to my boat which I charter from time to time.; Responsibilities Duties: Manage overall operations of the boat.; Start date with business: 2022-12-05; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; 5. Tidwell Premock Basilone Private Wealth Management Holdings, LLC; Investment Related Yes. At Registered Location. Support Company Owner. 11/2023. Less than 1% of time monthly.

Exams

• S66 Uniform Combined State Law Examination
  2001-04-06

Other Names

• William P Premock