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

Apr 7, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Apr 7, 1998

First registration

Jul 28, 2009

Dual registered

yes, broker-dealer

Other names

KEITH DAVID HUBERMAN|Keith D Huberman

IAPD individual key

3035582

• Occurred

  Mar 30, 2023
  Advisor changed firm

  Keith David Huberman left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2023-03-23)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:68be2608-5d92-0619-0bbf-fab599fe2fce

First observed

Jul 28, 2009

Last observed

Sep 15, 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.