Thomas Brandon Cox

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

• 07/2015 → 11/2017
  Girard Securities
  Anderson, SC
• 07/2015 → 09/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2023 → Present
  Concurrent Investment Advisors Llc
  Anderson, SC
• 07/2015 → 09/2023
  United Capital; Dba Goldman Sachs Pfm
  Anderson, SC
• 10/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2015-07-17 → 2023-10-27
  United Capital Financial Advisors
  Anderson, SC
  Seneca, SC
• 2006-06-02 → 2015-07-21
  Ic Advisory Services, Inc.
  Anderson, SC
• 2001-08-01 → 2006-06-02
  The Investment Center, Inc.
  Anderson, SC
  Anderson, SC

Other Businesses

1) Concurrent Investment Advisors, LLC d/b/a Cox, Klugh, & Co \ Investment Related - Yes \ At Registered Location \ RIA \ Financial Advisor \ 7/3/2023 \ 160 hrs \ 120 hrs \ Financial Advisor 2) Fixed Insurance/Annuity \ Investment Related - Yes \ At registered Location \ Fixed Insurance/Annuity \ Agent \ 7/3/2023 \ 8 hrs \ 8 hrs \ Provide insurance advice based on the needs of client(s).

Exams

• S66 Uniform Combined State Law Examination
  1999-05-24

Designations

• Certified Financial Planner

Other Names

• Brandon Cox
• Thomas B Cox