DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultant26 years in industry

ROBERT RAYMOND MUSANTE

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Portland, OR | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81cb950b-b006-65f0-9826-edcdcc2ac206

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2003 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: Dec 9, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Dec 9, 1999
First registration: Mar 18, 2003
Dual registered: no
IAPD individual key: 4086932

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	Apr 21, 2023	n/a	yes	Portland, OR\|TAMPA, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 18, 2019	May 9, 2023	no	PORTLAND, OR	Previous registration
FINANCIAL ADVOCATES ADVISORY SERVICES	Former SEC adviser	Jan 4, 2011	Mar 14, 2011	no	OLYMPIA, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 11, 2009	Oct 21, 2019	no	PORTLAND, OR\|TIGARD, OR\|PORTLAND, OR\|TIGARD, OR\|SAN DIEGO, CA\|TIGARD, OR	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Sep 4, 2009	Nov 16, 2009	no	TIGARD, OR	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, INC.	n/a	Mar 18, 2003	Sep 4, 2009	no	TIGARD, OR\|PORTLAND, OR\|PORTLAND, OR	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CONCURRENT INVESTMENT ADVISORS, LLC	May 9, 2023	Apr 21, 2023	-18	Bulk transfer	Ibd to RIA
LPL FINANCIAL LLC	FINANCIAL ADVOCATES ADVISORY SERVICES	Oct 21, 2019	Jan 4, 2011	-3,212	Firm change after gap	Other
FINANCIAL ADVOCATES ADVISORY SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 14, 2011	Oct 18, 2019	3,140	Firm change after gap	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	LPL FINANCIAL LLC	Nov 16, 2009	Nov 11, 2009	-5	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Sep 4, 2009	Sep 4, 2009	0	Bulk transfer	Other

Relationships

Registered with (6)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Apr 21, 2023 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 18, 2019 to May 9, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 11, 2009 to Oct 21, 2019factForm ADV
→ FINANCIAL ADVOCATES ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 4, 2011 to Mar 14, 2011factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 4, 2009 to Nov 16, 2009factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 18, 2003 to Sep 4, 2009factForm ADV

Dated events

No dated event names this entity yet.