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 26, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 26, 2002

First registration

Feb 6, 2003

Dual registered

yes, broker-dealer

Other names

Greg Taylor|Greg A Taylor

IAPD individual key

4577228

• Occurred

  Mar 6, 2025
  Advisor changed firm

  Gregory Allen Taylor left Wells Fargo Advisors for Concurrent Investment Advisors, Llc (registered 2025-02-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1bd61ec4-b1e1-6004-c56f-0b9a1b73b1cc

First observed

Feb 6, 2003

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.