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RIA / WealthAdvisor29 years in industry

MICHAEL JAY MATTHEWS

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Virginia Beach, VA

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Search this name across graphsid dfx:ria:442712ba-3fb0-a37b-593d-82eed35efe5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 21, 1997 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: Aug 21, 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: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 5, 2010
First registration: Aug 21, 1997
Dual registered: no
IAPD individual key: 1824422

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 19, 2022	n/a	yes	Virginia Beach, VA\|TAMPA, FL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 6, 2016	Dec 16, 2022	no	Virginia Beach, VA\|Murfreesboro, TN	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Feb 3, 2003	Jan 8, 2016	no	FRANKLIN, TN\|DUSHORE, PA\|VIRGINIA BEACH, VA\|VIRGINIA BEACH, VA\|FRANKLIN, TN\|INDIANAPOLIS, IN	Previous registration
DUKES & CO ADVISORY, INC.	n/a	Aug 21, 1997	Dec 31, 2003	no	VIRGINIA BEACH, VA	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
AMERIPRISE FINANCIAL SERVICES, LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Dec 16, 2022	Dec 19, 2022	3	Firm change	Ibd to new firm
NEXT FINANCIAL GROUP, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 8, 2016	Jan 6, 2016	-2	Firm change	Other
DUKES & CO ADVISORY, INC.	NEXT FINANCIAL GROUP, INC.	Dec 31, 2003	Feb 3, 2003	-331	Firm change after gap	Other

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 19, 2022 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 6, 2016 to Dec 16, 2022factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 3, 2003 to Jan 8, 2016factForm ADV
→ DUKES & CO ADVISORY, INC.Registered adviserregistration: previous registration
Aug 21, 1997 to Dec 31, 2003factForm ADV

Dated events

Occurred
Dec 16, 2022
Advisor changed firm
Michael Jay Matthews left Ameriprise Financial Services, Llc for Concurrent Investment Advisors, Llc (registered 2022-12-19)
Form ADVobserved 4 days ago