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RIA / WealthAdvisor26 years in industry

JOSEPH GERARD MCQUAID

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Mt Pleasant, SC

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Search this name across graphsid dfx:ria:7c4d5cf9-e1b7-bdcd-d91b-7c8df4f26502

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 23, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 16, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 16, 2000
First registration: Jul 23, 2002
Dual registered: no
Other names: Joseph G McQuaid
IAPD individual key: 4132950

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Dec 26, 2025	n/a	yes	Mt Pleasant, SC\|TAMPA, FL	Current employment
IMPRINT WEALTH LLC	Independent wealth	Jul 15, 2022	Jun 20, 2024	no	MOUNT PLEASANT, SC	Previous registration
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Dec 23, 2020	Jun 1, 2022	no	Mt. Pleasant, SC\|WINCHESTER, TN	Previous registration
WEALTHSHIELD LLC	Former SEC adviser	Jul 9, 2018	Sep 18, 2020	no	CARY, NC	Previous registration
GUGGENHEIM INVESTMENTS	Asset manager	Mar 4, 2014	Oct 15, 2015	no	NEW YORK, NY\|MT PLEASANT, SC	Previous registration
AMERICAFIRST CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jan 25, 2012	Jan 27, 2012	no	CHESTER SPRINGS, PA\|GRANITE BAY, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 14, 2011	Dec 16, 2011	no	KING OF PRUSSIA, PA	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Jul 23, 2002	May 2, 2011	no	NEW YORK, NY\|PARSIPPANNY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IMPRINT WEALTH LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Jun 20, 2024	Dec 26, 2025	554	Firm change after gap	RIA to RIA
EUDAIMONIA PARTNERS, LLC	IMPRINT WEALTH LLC	Jun 1, 2022	Jul 15, 2022	44	Firm change	RIA to new firm
WEALTHSHIELD LLC	EUDAIMONIA PARTNERS, LLC	Sep 18, 2020	Dec 23, 2020	96	Firm change	Other
GUGGENHEIM INVESTMENTS	WEALTHSHIELD LLC	Oct 15, 2015	Jul 9, 2018	998	Firm change after gap	Other
AMERICAFIRST CAPITAL MANAGEMENT, LLC	GUGGENHEIM INVESTMENTS	Jan 27, 2012	Mar 4, 2014	767	Firm change after gap	Other
LPL FINANCIAL LLC	AMERICAFIRST CAPITAL MANAGEMENT, LLC	Dec 16, 2011	Jan 25, 2012	40	Firm change	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	LPL FINANCIAL LLC	May 2, 2011	Jul 14, 2011	73	Firm change	Other

Relationships

Registered with (8)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 26, 2025 to presentfactForm ADV
→ IMPRINT WEALTH LLCRegistered adviserregistration: previous registration
Jul 15, 2022 to Jun 20, 2024factForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 23, 2020 to Jun 1, 2022factForm ADV
→ WEALTHSHIELD LLCRegistered adviserregistration: previous registration
Jul 9, 2018 to Sep 18, 2020factForm ADV
→ GUGGENHEIM INVESTMENTSRegistered adviserregistration: previous registration
Mar 4, 2014 to Oct 15, 2015factForm ADV
→ AMERICAFIRST CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 25, 2012 to Jan 27, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 14, 2011 to Dec 16, 2011factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 23, 2002 to May 2, 2011factForm ADV

Dated events

Occurred
Jun 20, 2024
Advisor changed firm
Joseph Gerard Mcquaid left Imprint Wealth Llc for Concurrent Investment Advisors, Llc (registered 2025-12-26)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Joseph Gerard Mcquaid left Eudaimonia Partners, Llc for Imprint Wealth Llc (registered 2022-07-15)
Form ADVobserved 5 days ago