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RIA / WealthAdvisor31 years in industry

PAUL DAVID GUERRA

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Canton, OH

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Search this name across graphsid dfx:ria:2ca98291-3b3a-0325-0d48-123731cec738

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jun 14, 2002 to Sep 15, 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: Apr 5, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom 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: S63|S65
First exam: Apr 5, 1995
First registration: Jun 14, 2002
Dual registered: no
Other names: PAUL GUERRA
IAPD individual key: 1888709

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	Oct 20, 2025	n/a	yes	TAMPA, FL\|Canton, OH	Current employment
BROOKSHIRE WEALTH MANAGEMENT	n/a	Sep 13, 2022	Dec 31, 2025	no	CANTON, OH	Previous registration
WEALTHSOURCE?	Former SEC adviser	Sep 12, 2021	Nov 30, 2022	no	CANTON, OH	Previous registration
SOUTHPORT CAPITAL	Former SEC adviser	Mar 4, 2021	Nov 16, 2021	no	Canton, OH	Previous registration
BROOKSHIRE WEALTH MANAGEMENT	n/a	Mar 21, 2017	Mar 29, 2021	no	CANTON, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 8, 2009	Mar 22, 2017	no	CANTON, OH	Previous registration
BROOKSHIRE FINANCIAL GROUP, INC.	n/a	Aug 5, 2005	Oct 8, 2009	no	CANTON, OH\|CANTON, OH	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jun 14, 2002	Oct 8, 2009	no	CANTON, 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
BROOKSHIRE WEALTH MANAGEMENT	CONCURRENT INVESTMENT ADVISORS, LLC	Dec 31, 2025	Oct 20, 2025	-72	Firm change after gap	Other
WEALTHSOURCE?	BROOKSHIRE WEALTH MANAGEMENT	Nov 30, 2022	Sep 13, 2022	-78	Firm change after gap	Other
SOUTHPORT CAPITAL	WEALTHSOURCE?	Nov 16, 2021	Sep 12, 2021	-65	Firm change after gap	RIA to RIA
BROOKSHIRE WEALTH MANAGEMENT	SOUTHPORT CAPITAL	Mar 29, 2021	Mar 4, 2021	-25	Firm change	Other
WELLS FARGO ADVISORS	BROOKSHIRE WEALTH MANAGEMENT	Mar 22, 2017	Mar 21, 2017	-1	Firm change	Other
BROOKSHIRE FINANCIAL GROUP, INC.	WELLS FARGO ADVISORS	Oct 8, 2009	Oct 8, 2009	0	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	BROOKSHIRE FINANCIAL GROUP, INC.	Oct 8, 2009	Aug 5, 2005	-1,525	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
322919:323135:OH:2025-12-31	Dec 31, 2025	Oct 20, 2025	CANTON, OH	Firm change after gap
282202:322919:OH:2022-11-30	Nov 30, 2022	Sep 13, 2022	CANTON, OH	Firm change after gap
113364:282202:OH:2021-11-16	Nov 16, 2021	Sep 12, 2021	CANTON, OH	Firm change after gap
286528:113364:OH:2021-03-29	Mar 29, 2021	Mar 4, 2021	CANTON, OH	Firm change

Relationships

Registered with (7)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Oct 20, 2025 to presentfactForm ADV
→ BROOKSHIRE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 13, 2022 to Dec 31, 2025factForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Sep 12, 2021 to Nov 30, 2022factForm ADV
→ SOUTHPORT CAPITALRegistered adviserregistration: previous registration
Mar 4, 2021 to Nov 16, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 8, 2009 to Mar 22, 2017factForm ADV
→ BROOKSHIRE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 5, 2005 to Oct 8, 2009factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jun 14, 2002 to Oct 8, 2009factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Paul David Guerra left Brookshire Wealth Management for Concurrent Investment Advisors, Llc (registered 2025-10-20)
Form ADVobserved 5 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Paul David Guerra left Wealthsource? for Brookshire Wealth Management (registered 2022-09-13)
Form ADVobserved 5 days ago