DFX Intelligence

Data Factory

RIA / WealthAdvisor15 years in industry

Melissa Gayle O'Connor

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Muncie, IN | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:242fbeb4-573d-8ad7-ec09-8b0dfde2117b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 23, 2010 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: Sep 22, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Sep 22, 2010
First registration: Sep 23, 2010
Dual registered: no
Other names: MELISSA GAYLE THARP|MELISSA O'CONNOR|MELISSA GAYLE O'CONNOR|MELISSA GAYLE OCONNOR|Melissa G Tharp
IAPD individual key: 5047942

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	Dec 16, 2025	n/a	yes	Muncie, IN\|TAMPA, FL	Current employment
COMPREHENSIVE FINANCIAL CONSULTANTS	Independent wealth	Jan 14, 2025	Aug 19, 2025	no	CICERO, IN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 1, 2017	Dec 18, 2020	no	ANDERSON, IN	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Feb 3, 2017	Apr 25, 2017	no	MUNCIE, IN\|GREENVILLE, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 7, 2015	Jan 30, 2017	no	INDIANAPOLIS, IN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 14, 2011	Nov 27, 2015	no	INDIANAPOLIS, IN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 5, 2011	Dec 12, 2011	no	INDIANAPOLIS, IN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 23, 2010	Aug 5, 2011	no	INDIANAPOLIS, IN	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
COMPREHENSIVE FINANCIAL CONSULTANTS	CONCURRENT INVESTMENT ADVISORS, LLC	Aug 19, 2025	Dec 16, 2025	119	Firm change	RIA to RIA
LPL FINANCIAL LLC	COMPREHENSIVE FINANCIAL CONSULTANTS	Dec 18, 2020	Jan 14, 2025	1,488	Firm change after gap	Ibd to RIA
SIGNATOR INVESTORS, INC.	LPL FINANCIAL LLC	Apr 25, 2017	May 1, 2017	6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SIGNATOR INVESTORS, INC.	Jan 30, 2017	Feb 3, 2017	4	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 27, 2015	Dec 7, 2015	10	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Dec 12, 2011	Dec 14, 2011	2	Channel change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Aug 5, 2011	Aug 5, 2011	0	Channel change	Wirehouse to wirehouse

Relationships

Registered with (7)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 16, 2025 to presentfactForm ADV
→ COMPREHENSIVE FINANCIAL CONSULTANTSRegistered adviserregistration: previous registration
Jan 14, 2025 to Aug 19, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 1, 2017 to Dec 18, 2020factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Feb 3, 2017 to Apr 25, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 7, 2015 to Jan 30, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 14, 2011 to Nov 27, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 5, 2011 to Dec 12, 2011factForm ADV

Dated events

Occurred
Aug 19, 2025
Advisor changed firm
Melissa Gayle O'Connor left Comprehensive Financial Consultants for Concurrent Investment Advisors, Llc (registered 2025-12-16)
Form ADVobserved 4 days ago