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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

KELLY MARIE MCCLOY

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Bradenton, FL | 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:2ab4851e-c991-cac5-b159-a8c6834990ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 7, 2004 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 5, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 5, 2004
First registration: May 7, 2004
Dual registered: yes, broker-dealer
Other names: KELLY MARIE MILLIGAN|KELLY MARIE LALONDE|KELLY MARIE ERNSBERGER|Kelly Ernsberger
IAPD individual key: 4245026

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	May 17, 2023	n/a	yes	TAMPA, FL\|Bradenton, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 1, 2019	May 12, 2023	no	Bradenton, FL\|Saint Petersburg, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Nov 6, 2019	no	MANSFIELD, OH\|COLUMBUS, OH\|SARASOTA, FL\|LAKEWOOD RANCH, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 21, 2005	Jan 1, 2008	no	MANSFIELD, OH\|MANSFIELD, OH\|ST. LOUIS, MO	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	May 7, 2004	Apr 25, 2005	no	MANSFIELD, OH	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CONCURRENT INVESTMENT ADVISORS, LLC	May 12, 2023	May 17, 2023	5	Bulk transfer	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 6, 2019	Nov 1, 2019	-5	Firm change	Wirehouse to ibd
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
KEYBANC CAPITAL MARKETS INC.	A. G. EDWARDS & SONS, INC.	Apr 25, 2005	Jun 21, 2005	57	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:149018:FL:2019-11-06	Nov 6, 2019	Nov 1, 2019	LAKEWOOD RANCH, FL	Firm change

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 17, 2023 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 1, 2019 to May 12, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Nov 6, 2019factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 21, 2005 to Jan 1, 2008factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
May 7, 2004 to Apr 25, 2005factForm ADV

Dated events

No dated event names this entity yet.