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Advisor at CONCURRENT INVESTMENT ADVISORS, LLC
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | Independent wealth | May 13, 2024 | n/a | yes | TAMPA, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jun 28, 2019 | May 16, 2024 | no | Blue Ash, OH|ST. PETERSBURG, FL|CINCINNATI, OH|Blue Ash, OH|CINCINNATI, OH | Previous registration |
| ON INVESTMENT MANAGEMENT CO | Bd affiliated wealth | Jan 24, 2018 | Jun 21, 2019 | no | CINCINNATI, OH | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 12, 2016 | Sep 29, 2017 | no | LOVELAND, OH | Previous registration |
| ON INVESTMENT MANAGEMENT CO | Bd affiliated wealth | Apr 26, 2012 | Apr 12, 2016 | no | CINCINNATI, OH | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Aug 2, 2010 | Apr 24, 2012 | no | CINCINNATI, OH | Previous registration |
| GREAT AMERICAN ADVISORS, INC. | Former SEC adviser | May 25, 2010 | Aug 2, 2010 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | CONCURRENT INVESTMENT ADVISORS, LLC | May 16, 2024 | May 13, 2024 | -3 | Firm change | Ibd to RIA |
| ON INVESTMENT MANAGEMENT CO | RAYMOND JAMES & ASSOCIATES, INC. | Jun 21, 2019 | Jun 28, 2019 | 7 | Firm change | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | ON INVESTMENT MANAGEMENT CO | Sep 29, 2017 | Jan 24, 2018 | 117 | Firm change | Other |
| ON INVESTMENT MANAGEMENT CO | CETERA INVESTMENT ADVISERS LLC | Apr 12, 2016 | Apr 12, 2016 | 0 | Firm change | Other |
| LINCOLN INVESTMENT | ON INVESTMENT MANAGEMENT CO | Apr 24, 2012 | Apr 26, 2012 | 2 | Firm change | Other |
| GREAT AMERICAN ADVISORS, INC. | LINCOLN INVESTMENT | Aug 2, 2010 | Aug 2, 2010 | 0 | Bulk transfer | Other |