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RIA / WealthAdvisor26 years in industry

Kathryn Walker Buck Cannella

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Plainview, NY

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Search this name across graphsid dfx:ria:29fd2ef6-dd77-3e7b-9ab9-81a495e43767

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 7, 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: May 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 13, 2000
First registration: Oct 7, 2010
Dual registered: no
Other names: KATHRYN WALKER BUCK|KATHRYN W BUCK CANELLA|KATHRYN WALKER BUCK CANELLA|Kathryn W Buck
IAPD individual key: 4157216

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	Nov 29, 2024	n/a	yes	Plainview, NY\|TAMPA, FL	Current employment
THRIVENT ADVISOR NETWORK, LLC	Bd affiliated wealth	Jun 11, 2021	Dec 24, 2024	no	Plainview, NY\|MINNEAPOLIS, MN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 24, 2017	Jan 25, 2021	no	Hauppauge, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 7, 2010	May 11, 2016	no	MELVILLE, NY\|MELVILLE, NY\|MELVILLE, NY	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
THRIVENT ADVISOR NETWORK, LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Dec 24, 2024	Nov 29, 2024	-25	Firm change	Ibd to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	THRIVENT ADVISOR NETWORK, LLC	Jan 25, 2021	Jun 11, 2021	137	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	May 11, 2016	Jan 24, 2017	258	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Nov 29, 2024 to presentfactForm ADV
→ THRIVENT ADVISOR NETWORK, LLCRegistered adviserregistration: previous registration
Jun 11, 2021 to Dec 24, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 24, 2017 to Jan 25, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 7, 2010 to May 11, 2016factForm ADV

Dated events

Occurred
Dec 24, 2024
Advisor changed firm
Kathryn Walker Buck Cannella left Thrivent Advisor Network, Llc for Concurrent Investment Advisors, Llc (registered 2024-11-29)
Form ADVobserved 6 days ago