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

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 6, 2021

First registration

Dec 6, 2021

Dual registered

yes, broker-dealer

IAPD individual key

7383996

• Occurred

  Dec 24, 2024
  Advisor changed firm

  Joseph Frank Ciliberti left Thrivent Advisor Network, Llc for Concurrent Investment Advisors, Llc (registered 2024-11-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1ec592c4-ec26-c07c-14fa-d8dd0d8bbb49

First observed

Dec 6, 2021

Last observed

Sep 15, 2026 4 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.