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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 1, 2021

First registration

Oct 1, 2021

Dual registered

no

IAPD individual key

6699620

• Occurred

  Oct 27, 2025
  Advisor changed firm

  Julia Louise Sharlow left Kestra Advisory Services, Llc for Concurrent Investment Advisors, Llc (registered 2025-10-29)

  Form ADVobserved 5 days ago
• Occurred

  Mar 20, 2025
  Advisor changed firm

  Julia Louise Sharlow left Osaic Wealth, Inc. for Kestra Advisory Services, Llc (registered 2025-04-04)

  Form ADVobserved 5 days ago
• Occurred

  Jul 18, 2023
  Advisor changed firm

  Julia Louise Sharlow left Prime Capital Financial for Osaic Wealth, Inc. (registered 2023-10-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0cf882bd-0ca7-345c-a2b8-018fa45a89e8

First observed

Oct 1, 2021

Last observed

Sep 15, 2026 5 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.