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.

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

Feb 12, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Feb 12, 1992

First registration

Nov 11, 2008

Dual registered

yes, broker-dealer

Other names

ELIZABETH ANN MEAGHER|BETSY MEAGHER|ELIZABETH ANNE MEAGHER

IAPD individual key

2200713

• Occurred

  Apr 25, 2023
  Advisor changed firm

  Elizabeth Meagher left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2023-04-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:58b95d21-9073-5b15-744f-9abb65a615e9

First observed

Nov 11, 2008

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.