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RIA / WealthAdvisor25 years in industry

Voselyn D Williams-Barnes

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Atlanta, GA | 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:946b7e16-e1ec-6008-4c0f-0988ee7b6ae3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 21, 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: May 25, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 25, 2001
First registration: Apr 21, 2009
Dual registered: no
Other names: VOSELYN WILLIAMS|VOSELYN DICHELLE WILLIAMS|Voselyn W Barnes|Voselyn Williams-Barnes|Voselyn D Williams|Voselyn Dichelle Williams-Barnes
IAPD individual key: 2635901

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 3, 2025	n/a	yes	Atlanta, GA\|TAMPA, FL	Current employment
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Mar 31, 2025	Mar 31, 2025	no	TAMPA, FL\|Atlanta, GA	Previous registration
MORGAN STANLEY	Wirehouse	Feb 21, 2017	Apr 16, 2025	no	Atlanta, GA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 17, 2009	Aug 26, 2016	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
JOYN ADVISORS, INC.	Former SEC adviser	Apr 24, 2009	Aug 25, 2016	no	ATLANTA, GA	Previous registration
GV FINANCIAL ADVISORS, INC.	n/a	Apr 21, 2009	Dec 6, 2011	no	ATLANTA, GA	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
MORGAN STANLEY	CONCURRENT INVESTMENT ADVISORS, LLC	Apr 16, 2025	Mar 31, 2025	-16	Firm change	Wirehouse to RIA
SECURIAN FINANCIAL SERVICES, INC.	MORGAN STANLEY	Aug 26, 2016	Feb 21, 2017	179	Firm change	Other
JOYN ADVISORS, INC.	SECURIAN FINANCIAL SERVICES, INC.	Aug 25, 2016	Jun 17, 2009	-2,626	Firm change after gap	Other
GV FINANCIAL ADVISORS, INC.	JOYN ADVISORS, INC.	Dec 6, 2011	Apr 24, 2009	-956	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
149777:323135:GA:2025-04-16	Apr 16, 2025	Mar 31, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Mar 31, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 21, 2017 to Apr 16, 2025factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 17, 2009 to Aug 26, 2016factForm ADV
→ JOYN ADVISORS, INC.Registered adviserregistration: previous registration
Apr 24, 2009 to Aug 25, 2016factForm ADV
→ GV FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 21, 2009 to Dec 6, 2011factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
Voselyn D Williams-Barnes left Morgan Stanley for Concurrent Investment Advisors, Llc (registered 2025-03-31)
Form ADVobserved 4 days ago