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Taylor Avery Smith

Concurrent Investment Advisors, LLC

Tampa, FL

Portland, OR

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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-23
OR RA APPROVED 2024-04-05
  • TX RA
    APPROVED
    Since 2026-02-23
  • OR RA
    APPROVED
    Since 2024-04-05

Branch Locations

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

10200 Sw Greenburg Rd Suite 300, Portland, OR 97223 • 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
Concurrent Investment Advisors, Llc Portland OR 02/2024 Present
Columbia Associates Wealth Management Group Portland OR 01/2024 Present
Pricewaterhousecoopers Llp San Jose CA 09/2021 12/2023
Undergraduate University Student Corvallis OR 09/2017 06/2021
Keturi Llc Lake Oswego OR 06/2020 09/2020
Pricewaterhousecoopers Llp San Jose CA 08/2020 08/2020
Terrain Advisors San Francisco CA 02/2019 08/2019
Thirsty Lion Gastropub And Grill Tigard OR 05/2018 01/2019
Hoffman Farm Store Beaverton OR 06/2018 09/2018
Red Lobster Tigard OR 05/2017 09/2017
High School Student Tigard OR 02/2014 06/2017
  • 02/2024 → Present
    Concurrent Investment Advisors, Llc
    Portland, OR
  • 01/2024 → Present
    Columbia Associates Wealth Management Group
    Portland, OR
  • 09/2021 → 12/2023
    Pricewaterhousecoopers Llp
    San Jose, CA
  • 09/2017 → 06/2021
    Undergraduate University Student
    Corvallis, OR
  • 06/2020 → 09/2020
    Keturi Llc
    Lake Oswego, OR
  • 08/2020 → 08/2020
    Pricewaterhousecoopers Llp
    San Jose, CA
  • 02/2019 → 08/2019
    Terrain Advisors
    San Francisco, CA
  • 05/2018 → 01/2019
    Thirsty Lion Gastropub And Grill
    Tigard, OR
  • 06/2018 → 09/2018
    Hoffman Farm Store
    Beaverton, OR
  • 05/2017 → 09/2017
    Red Lobster
    Tigard, OR
  • 02/2014 → 06/2017
    High School Student
    Tigard, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-05

View on SEC IAPD

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