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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

Anthony Michael David

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Fairfax, VA | Arlington, VA | TAMPA, FL

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Search this name across graphsid dfx:ria:93d7faf2-2169-fb9b-8d52-ea19d5a54871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 20, 2002 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: Feb 6, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 6, 2002
First registration: Mar 20, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4300274

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	Jun 19, 2023	n/a	yes	Fairfax, VA\|TAMPA, FL\|Arlington, VA	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 13, 2021	Jun 9, 2023	no	Washington, DC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 24, 2021	no	LAS VEGAS, NV\|WASHINGTON, DC\|WASHINGTON, DC\|LAS VEGAS, NV\|Washington, DC\|WASHINGTON, DC\|LAS VEGAS, NV\|ARLINGTON, VA\|Fairfax, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 29, 2005	Jun 1, 2009	no	LAS VEGAS, NV\|WASHINGTON, DC	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 20, 2002	Nov 22, 2005	no	WASHINGTON, DC	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	Jun 9, 2023	Jun 19, 2023	10	Firm change	Ibd to RIA
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 24, 2021	Aug 13, 2021	-11	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	Nov 22, 2005	Nov 29, 2005	7	Firm change	Other

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jun 19, 2023 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 13, 2021 to Jun 9, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 24, 2021factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 29, 2005 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 20, 2002 to Nov 22, 2005factForm ADV

Dated events

Occurred
Jun 9, 2023
Advisor changed firm
Anthony Michael David left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2023-06-19)
Form ADVobserved 4 days ago