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 3, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Feb 3, 1983

First registration

Oct 15, 2007

Dual registered

no

Other names

ROCKY COSTA|CHARLES JOSEPH COSTA|CHARLES JOSEPH COSTA|CHARLES JOSEPH COSTA

IAPD individual key

1084949

• Occurred

  Nov 16, 2023
  Advisor changed firm

  Charles Joseph Costa left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62b1f33f-223a-eba1-e18d-7753193519fd

First observed

Oct 15, 2007

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.