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Concurrent Investment Advisors, LLC CRD 323135
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2023-06-12 |
Branch Locations
Indian Trail, NC • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Greenwood Village | CO | 05/2012 | 02/2017 |
| Raymond James Financial Services,Inc | Greenwood Village | CO | 02/2017 | 06/2023 |
| Raymond James Financial Services Advisors Inc. | Greenwood Village | CO | 03/2017 | 06/2023 |
| Pure Haven Essentials | Englewood | CO | 05/2017 | 06/2023 |
| Crunchi | Englewood | CO | 02/2019 | 06/2023 |
| Doordash | Englewood | CO | 07/2022 | 06/2023 |
| Concurrent Investment Advisors Llc | Indian Trail | NC | 06/2023 | Present |
| Tailormade Wealth Counsel | Greenwood Village | CO | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-14 |
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