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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 4, 2021

First registration

Aug 4, 2021

Dual registered

no

IAPD individual key

7383700

• Occurred

  Jun 23, 2025
  Advisor changed firm

  Savion L Harris left Integra Global Advisors Llc for Concurrent Investment Advisors, Llc (registered 2025-06-24)

  Form ADVobserved 5 days ago
• Occurred

  Mar 25, 2024
  Advisor changed firm

  Savion L Harris left Corient for Integra Global Advisors Llc (registered 2025-02-25)

  Form ADVobserved 5 days ago
• Occurred

  Aug 2, 2023
  Advisor changed firm

  Savion L Harris left Intercontinental Wealth Advisors, Llc for Corient (registered 2023-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98217989-e962-8cd1-3a79-4210b2fdf24f

First observed

Aug 4, 2021

Last observed

Sep 14, 2026 6 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.