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RIA / WealthAdvisorCertified Financial Planner21 years in industry

PATRICK GERARD SCHULTZ

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Huntersville, NC | TAMPA, FL

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Search this name across graphsid dfx:ria:56d79484-f353-9808-e08e-d2d30249af8a

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jan 3, 2007 to Sep 19, 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: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 22, 2006
First registration: Jan 3, 2007
Dual registered: no
Other names: PAT SCHULTZ|PATRICK GERARD SCHULTZ|Patrick Schultz
IAPD individual key: 4926144

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 20, 2025	n/a	yes	Huntersville, NC\|TAMPA, FL	Current employment
C. F. PARKS & CO., INC.	Former SEC adviser	Jan 15, 2025	Apr 30, 2025	no	SALISBURY, NC	Previous registration
HOBART WEALTH	Independent wealth	Sep 5, 2024	Jan 15, 2025	no	CHARLOTTE, NC	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Apr 10, 2023	Aug 15, 2024	no	NEW YORK, NY\|Charlotte, NC\|CHARLOTTE, NC	Previous registration
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	Independent wealth	Oct 23, 2019	Mar 30, 2023	no	WILLIAMSBURG, VA	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Jan 3, 2007	Sep 4, 2019	no	NEW YORK, NY\|Chevy Chase, DC	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
C. F. PARKS & CO., INC.	CONCURRENT INVESTMENT ADVISORS, LLC	Apr 30, 2025	May 20, 2025	20	Firm change	Other
HOBART WEALTH	C. F. PARKS & CO., INC.	Jan 15, 2025	Jan 15, 2025	0	Firm change	Other
NEUBERGER BERMAN BD LLC	HOBART WEALTH	Aug 15, 2024	Sep 5, 2024	21	Firm change	Other
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	NEUBERGER BERMAN BD LLC	Mar 30, 2023	Apr 10, 2023	11	Firm change	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	Sep 4, 2019	Oct 23, 2019	49	Firm change	Other

Relationships

Registered with (6)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 20, 2025 to presentfactForm ADV
→ C. F. PARKS & CO., INC.Registered adviserregistration: previous registration
Jan 15, 2025 to Apr 30, 2025factForm ADV
→ HOBART WEALTHRegistered adviserregistration: previous registration
Sep 5, 2024 to Jan 15, 2025factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Apr 10, 2023 to Aug 15, 2024factForm ADV
→ DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.Registered adviserregistration: previous registration
Oct 23, 2019 to Mar 30, 2023factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to Sep 4, 2019factForm ADV

Dated events

Occurred
Apr 30, 2025
Advisor changed firm
Patrick Gerard Schultz left C. F. Parks & Co., Inc. for Concurrent Investment Advisors, Llc (registered 2025-05-20)
Form ADVobserved 5 days ago
Occurred
Jan 15, 2025
Advisor changed firm
Patrick Gerard Schultz left Hobart Wealth for C. F. Parks & Co., Inc. (registered 2025-01-15)
Form ADVobserved 5 days ago
Occurred
Aug 15, 2024
Advisor changed firm
Patrick Gerard Schultz left Neuberger Berman Bd Llc for Hobart Wealth (registered 2024-09-05)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Advisor changed firm
Patrick Gerard Schultz left Dominguez Wealth Management Solutions, Inc. for Neuberger Berman Bd Llc (registered 2023-04-10)
Form ADVobserved 5 days ago