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Advisor at STRATOS WEALTH PARTNERS, LTD
Metairie, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Jul 24, 2026 | n/a | yes | Metairie, LA | Current employment |
| CONCURRENT INVESTMENT ADVISORS, LLC | Independent wealth | Jul 6, 2026 | Jul 21, 2026 | no | Metairie, LA|TAMPA, FL|Houston, TX | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Aug 19, 2024 | Jul 7, 2026 | no | BATON ROUGE, LA|NEW ORLEANS, LA|SLIDELL, LA|COVINGTON, LA|KENNER, LA|NEW ORLEANS, LA|NEW ORLEANS, LA|NEW ORLEANS, LA|RIVER RIDGE, LA|GRETNA, LA|BATON ROUGE, LA|MANDEVILLE, LA|HAMMOND, LA|METAIRIE, LA|METAIRIE, LA|NEW ORLEANS, LA|NEW ORLEANS, LA|NEW ORLEANS, LA|Metairie, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | STRATOS WEALTH PARTNERS, LTD | Jul 21, 2026 | Jul 24, 2026 | 3 | Firm change | RIA to ibd |
| STRATOS WEALTH PARTNERS, LTD | CONCURRENT INVESTMENT ADVISORS, LLC | Jul 7, 2026 | Jul 6, 2026 | -1 | Firm change | Ibd to RIA |