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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

JILES ELLSWORTH KIRKLAND

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Bradenton, FL

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Search this name across graphsid dfx:ria:171351a0-ff39-cfd3-e522-cd253ccb0d16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 25, 2001 to Sep 14, 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: Jan 28, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 28, 1994
First registration: Sep 25, 2001
Dual registered: yes, broker-dealer
Other names: JILES ELLSWORTH KIRKLAND|JILES ELLSWORTH KIRKLAND|JILES ELLSWORTH KIRKLAND JR
IAPD individual key: 2404316

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	May 11, 2023	n/a	yes	Bradenton, FL\|TAMPA, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 23, 2020	May 22, 2023	no	Lakewood Ranch, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 11, 2009	Jan 22, 2020	no	SARASOTA, FL\|BRADENTON, FL\|SARASOTA, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 25, 2001	Mar 26, 2009	no	BRADENTON, FL\|SARASOTA, FL\|BRADENTON, FL	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CONCURRENT INVESTMENT ADVISORS, LLC	May 22, 2023	May 11, 2023	-11	Bulk transfer	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 22, 2020	Jan 23, 2020	1	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Mar 26, 2009	Mar 11, 2009	-15	Firm change	Other

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 11, 2023 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 23, 2020 to May 22, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 11, 2009 to Jan 22, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 25, 2001 to Mar 26, 2009factForm ADV

Dated events

No dated event names this entity yet.