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Advisor at CONCURRENT INVESTMENT ADVISORS, LLC
West Palm Beach, FL | TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | Independent wealth | May 15, 2025 | n/a | yes | TAMPA, FL|West Palm Beach, FL | Current employment |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Dec 21, 2016 | May 15, 2025 | no | West Palm Beach, FL|ORLANDO, FL|FT. LAUDERDALE, FL|WEST PALM BEACH, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 22, 2016 | no | W. PALM BEACH, FL|West Palm Beach, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 15, 2008 | Jun 1, 2009 | no | W. PALM BEACH, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 17, 1991 | Apr 22, 2008 | no | WEST PALM BEACH, FL|WEST PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | CONCURRENT INVESTMENT ADVISORS, LLC | May 15, 2025 | May 15, 2025 | 0 | Firm change | Ibd to RIA |
| MORGAN STANLEY | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Jan 22, 2016 | Dec 21, 2016 | 334 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY & CO. LLC | Apr 22, 2008 | Apr 15, 2008 | -7 | Firm change | Other |