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RIA / WealthAdvisorCertified Financial Planner27 years in industry

KENNETH LAKE PIPKIN

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | St. Simons Island, GA

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Search this name across graphsid dfx:ria:111dde34-52d1-d4ec-9e07-49167acca0ad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 14, 2004 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 19, 1999
First registration: Apr 14, 2004
Dual registered: no
Other names: KEN PIPKIN
IAPD individual key: 3159527

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Oct 1, 2024	n/a	yes	St. Simons Island, GA\|TAMPA, FL	Current employment
IMPRINT WEALTH LLC	Independent wealth	Jan 17, 2023	Jun 13, 2024	no	MOUNT PLEASANT, SC\|St. Simons Island, GA	Previous registration
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Feb 15, 2019	Jul 22, 2022	no	St. Simons Island, GA\|WINCHESTER, TN	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Aug 2, 2010	Jan 15, 2019	no	ST SIMONS, GA\|ST SIMONS ISLAND, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 14, 2004	Jun 22, 2010	no	BRUNSWICK, GA\|SAINT SIMONS ISLAND, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IMPRINT WEALTH LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Jun 13, 2024	Oct 1, 2024	110	Firm change	RIA to RIA
EUDAIMONIA PARTNERS, LLC	IMPRINT WEALTH LLC	Jul 22, 2022	Jan 17, 2023	179	Firm change	RIA to RIA
INDEPENDENT FINANCIAL PARTNERS	EUDAIMONIA PARTNERS, LLC	Jan 15, 2019	Feb 15, 2019	31	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	INDEPENDENT FINANCIAL PARTNERS	Jun 22, 2010	Aug 2, 2010	41	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283884:322130:TN:2022-07-22	Jul 22, 2022	Jan 17, 2023	WINCHESTER, TN	Firm change

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ IMPRINT WEALTH LLCRegistered adviserregistration: previous registration
Jan 17, 2023 to Jun 13, 2024factForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 15, 2019 to Jul 22, 2022factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Aug 2, 2010 to Jan 15, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 14, 2004 to Jun 22, 2010factForm ADV

Dated events

Occurred
Jun 13, 2024
Advisor changed firm
Kenneth Lake Pipkin left Imprint Wealth Llc for Concurrent Investment Advisors, Llc (registered 2024-10-01)
Form ADVobserved 5 days ago
Occurred
Jul 22, 2022
Advisor changed firm
Kenneth Lake Pipkin left Eudaimonia Partners, Llc for Imprint Wealth Llc (registered 2023-01-17)
Form ADVobserved 5 days ago