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.

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

Apr 19, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S66

First exam

Apr 6, 2001

First registration

Apr 19, 1999

Dual registered

no

Other names

WILLIAM P PREMOCK

IAPD individual key

3176564

• Occurred

  Aug 7, 2023
  Advisor changed firm

  William Patrick Premock left Wells Fargo Advisors for Concurrent Investment Advisors, Llc (registered 2023-08-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:94c9b00d-eb2b-93e6-cc63-0a8a7bb88d52

First observed

Apr 19, 1999

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.