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

May 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom 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

S65|S63

First exam

Jul 31, 1989

First registration

Jul 31, 1993

Dual registered

no

Other names

WILLIAM III SRICE|WILLIAM YNGVE RICE|WILLIAM YNGVE RICE III|WILLIAM YNGVE RICE|WILLIAM Y. RICE III|BILL RICE|WILLIAM Y. RICE

IAPD individual key

1965564

• Occurred

  Apr 21, 2023
  Advisor changed firm

  William Yngve Rice left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2023-03-31)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6884657b-7765-bd3f-3dde-966f0f8da3d3

First observed

Jul 31, 1993

Last observed

Sep 14, 2026 4 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.