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 26, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 26, 1988

First registration

Jun 29, 1992

Dual registered

yes, broker-dealer

Other names

JOSEPH LANE KNOX|JOE LANE KNOX|Joseph L Knox

IAPD individual key

1787697

• Occurred

  Apr 20, 2023
  Advisor changed firm

  Joseph Lane Knox left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2023-03-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:597b8466-9b46-b4a7-2e4a-f3aa034e79db

First observed

Jun 29, 1992

Last observed

Sep 14, 2026 7 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.