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RIA / WealthAdvisor19 years in industry

DAVID MICHAEL MONTGOMERY

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2009 to Sep 14, 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: Nov 2, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 2, 2006
First registration: Feb 2, 2009
Dual registered: no
IAPD individual key: 4985656

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 6, 2024	n/a	yes	TAMPA, FL	Current employment
Onedigital	Institutional manager	Jul 2, 2020	Dec 9, 2024	no	OVERLAND PARK, KS\|Tampa, FL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Jul 26, 2013	Jul 20, 2020	no	TAMPA, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 20, 2013	Dec 27, 2016	no	TAMPA, FL\|SAN DIEGO, CA\|TAMPA, FL	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jun 15, 2011	Jun 17, 2013	no	SAN RAFAEL, CA\|TAMPA, FL	Previous registration
WADDELL & REED	Former SEC adviser	Mar 24, 2011	May 31, 2011	no	TAMPA, FL\|CHARLEROI, PA	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 2, 2009	Mar 17, 2011	no	TAMPA, FL	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
Onedigital	CONCURRENT INVESTMENT ADVISORS, LLC	Dec 9, 2024	Dec 6, 2024	-3	Firm change	Other
INDEPENDENT FINANCIAL PARTNERS	Onedigital	Jul 20, 2020	Jul 2, 2020	-18	Firm change	Other
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Dec 27, 2016	Jul 26, 2013	-1,250	Firm change after gap	Other
FINANCIAL TELESIS, INC.	LPL FINANCIAL LLC	Jun 17, 2013	Jun 20, 2013	3	Firm change	Other
WADDELL & REED	FINANCIAL TELESIS, INC.	May 31, 2011	Jun 15, 2011	15	Firm change	Other
T. ROWE PRICE ADVISORY SERVICES, INC.	WADDELL & REED	Mar 17, 2011	Mar 24, 2011	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
125112:106766:FL:2020-07-20	Jul 20, 2020	Jul 2, 2020	TAMPA, FL	Firm change
6413:125112:FL:2016-12-23	Dec 27, 2016	Jul 26, 2013	TAMPA, FL	Firm change after gap

Relationships

Registered with (7)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 6, 2024 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Jul 2, 2020 to Dec 9, 2024factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Jul 26, 2013 to Jul 20, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 20, 2013 to Dec 27, 2016factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jun 15, 2011 to Jun 17, 2013factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 24, 2011 to May 31, 2011factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 2, 2009 to Mar 17, 2011factForm ADV

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
David Michael Montgomery left Onedigital for Concurrent Investment Advisors, Llc (registered 2024-12-06)
Form ADVobserved 4 days ago