Gregory Edward Wilkinson

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

• 08/2017 → 01/2024
  Deloitte Consulting, Llp
  Arlington, VA
• 03/2013 → 08/2017
  Air Force Cost Analysis Agency
  Joint Base Andrews, MD
• 01/2024 → 07/2026
  Raymond James Financial Services, Inc.
  Ashton, MD
• 04/2015 → 03/2017
  Naval Postgraduate School
  Monterey, CA
• 08/2024 → 07/2026
  Raymond James Financial Services Advisors, Inc.
  Ashton, MD
• 01/2024 → Present
  Potomac Financial Group
  Ashton, MD
• 07/2026 → Present
  Concurrent Investment Advisors, Llc
  Ashton, MD
• 07/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2024-08-08 → 2026-07-08
  Raymond James Financial Services Advisors, Inc
  Washington, DC
  Ashton, MD

Other Businesses

(1) Name of Business: Potomac Financial Group Address: 17800 New Hampshire Ave, Ashton, MD, 20861, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm a financial advisor with Potomac Financial Group. We're an independent office that's part of ICD with Concurrent Investment Advisors (not an RIA). (2) Purshe, Kaplan, Sterling Investments; Investment Related: Yes; 80 State Street, Albany, NY 12207; Broker Dealer; Registered Representative; 06/2026; 0-5 hrs/mo; 0-5 trading hrs/mo; Broker Dealer where commissionable trading and insurance sales will be conducted.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-22

Other Names

• Greg Wilkinson