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 25, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 25, 1999

First registration

Jul 2, 1999

Dual registered

yes, broker-dealer

Other names

LORA JANE TURNER|LORA JANE WISNESKI|LORA J HOFF

IAPD individual key

3175071

• Occurred

  Aug 8, 2024
  Advisor changed firm

  Lora Jane Hoff left Ipi Wealth Management, Inc. for Concurrent Investment Advisors, Llc (registered 2024-08-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6571fba3-3f2b-521f-b88a-29ddcb9465a7

First observed

Jul 2, 1999

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.