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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

LEAH REBECCA BENNETT

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Houston, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Feb 6, 1996 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Leah Rebecca Bennett

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Mar 3, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Mar 3, 1992
First registration: Feb 6, 1996
Dual registered: no
Other names: LEAH REBECCA BENNETT|LEAH R BENNETT|LEAH R FRIDAY
IAPD individual key: 2213299

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	Mar 4, 2025	n/a	yes	Houston, TX\|TAMPA, FL	Current employment
WESTWOOD WEALTH MANAGEMENT	Mixed wealth	Jul 26, 2017	Jan 13, 2025	no	Houston, TX\|DALLAS, TX	Previous registration
SOUTH TEXAS MONEY MANAGEMENT, LTD.	Former SEC adviser	Aug 15, 2013	Apr 30, 2016	no	SAN ANTONIO, TX	Previous registration
KING INVESTMENT ADVISORS, INC.	Former SEC adviser	Feb 6, 1996	Aug 1, 2013	no	HOUSTON, TX	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
WESTWOOD WEALTH MANAGEMENT	CONCURRENT INVESTMENT ADVISORS, LLC	Jan 13, 2025	Mar 4, 2025	50	Firm change	RIA to RIA
SOUTH TEXAS MONEY MANAGEMENT, LTD.	WESTWOOD WEALTH MANAGEMENT	Apr 30, 2016	Jul 26, 2017	452	Firm change after gap	Other
KING INVESTMENT ADVISORS, INC.	SOUTH TEXAS MONEY MANAGEMENT, LTD.	Aug 1, 2013	Aug 15, 2013	14	Firm change	Other

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Mar 4, 2025 to presentfactForm ADV
→ WESTWOOD WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 26, 2017 to Jan 13, 2025factForm ADV
→ SOUTH TEXAS MONEY MANAGEMENT, LTD.Registered adviserregistration: previous registration
Aug 15, 2013 to Apr 30, 2016factForm ADV
→ KING INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Feb 6, 1996 to Aug 1, 2013factForm ADV

Dated events

Occurred
Jan 13, 2025
Advisor changed firm
Leah Rebecca Bennett left Westwood Wealth Management for Concurrent Investment Advisors, Llc (registered 2025-03-04)
Form ADVobserved 5 days ago