This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CONCURRENT INVESTMENT ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 15, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Nov 15, 1991

First registration

Aug 20, 2012

Dual registered

yes, broker-dealer

Other names

GARRY DAVID SCHEUFLER|GARRY D SCHEUFLER

IAPD individual key

2174391

• Occurred

  Apr 4, 2022
  Advisor changed firm

  Garry David Scheufler left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Raymond James Financial Services Advisors, Inc (registered 2022-04-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:027e96d8-f830-9175-70a9-ebbc5fe56d0b

First observed

Aug 20, 2012

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.