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

Jul 11, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 11, 1997

First registration

May 13, 2010

Dual registered

no

Other names

BOB ORTBALS|ROBERT LEE ORTBALS|ROBERT L ORTBALS

IAPD individual key

2908415

• Occurred

  Jun 5, 2023
  Advisor changed firm

  Robert Lee Ortbals left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2023-05-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1ecd7d1e-149a-43d4-53fb-a8c5e2af3925

First observed

May 13, 2010

Last observed

Sep 14, 2026 7 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.