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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
  • MA RA
    APPROVED
    Since 2026-02-19

Branch Locations

16 East Washington Street Ste 205, North Attleborough, MA 02760 • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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
Edward Jones St Louis MO 06/2018 02/2026
The Sun Chronicle - Ucc/Tsc Media Group Attleboro MA 12/2016 01/2018
Hockomock Ymca North Attleboro MA 04/2011 09/2016
Concurrent Investment Advisors, Llc North Attleborough MA 02/2026 Present
Edward Jones St Louis MO 02/2018 06/2018
Pks Investments Albany NY 03/2026 Present
  • 06/2018 → 02/2026
    St Louis, MO
  • 12/2016 → 01/2018
    The Sun Chronicle - Ucc/Tsc Media Group
    Attleboro, MA
  • 04/2011 → 09/2016
    Hockomock Ymca
    North Attleboro, MA
  • 02/2026 → Present
    North Attleborough, MA
  • 02/2018 → 06/2018
    St Louis, MO
  • 03/2026 → Present
    Pks Investments
    Albany, NY
Previous Registrations
  • 2018-04-23 → 2026-02-17
    North Attleboro, MA
    N Attleboro, MA
    St Louis, MO
    Attleboro, MA
    North Attleboro, MA
Other Businesses

1. Concurrent Investment Advisors d/b/a The Wealth Stewards. Investment-related. At registered location. RIA. IAR. 12/2025. 160 hrs/month. 160 hrs during securities hrs. Investment advisor. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 12/2025. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients. 3. Attleboro Rotary Club. Not investment-related. PO Box 635, Attleboro, MA 02703. Civic Organization. Board member. 10/2018. 5 hrs/month. 5 hrs during securities hrs. Review funding requests & charitable opportunities. 4. Attleboro/Norton YMCA. Not investment-related. 63 North Main Street, Attleboro, MA 02703. Civic Organization. Board of Trustees. 02/2025. 1 hr/month. 1 hr during securities hrs. Provide guidance on the financial mgmt and financial strategy of YMCA. Not responsible for the investment selections.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2018-04-13
Designations
Other Names
  • Amanda Snyder Talbot
  • Amanda Talbot Adams
  • Amanda S Talbot
  • Amanda T Adams

View on SEC IAPD

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