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

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S66

First exam

May 23, 2015

First registration

Aug 18, 2015

Dual registered

yes, broker-dealer

Other names

KELLY CHRISTINE MANNING|KELLY CHRISTINE MANNING RODRIGUEZ|Kelly C Manning

IAPD individual key

6345368

• Occurred

  Nov 16, 2023
  Advisor changed firm

  Kelly Manning Rodriguez left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5dfff13-5ec5-4109-80db-a7084fb2b0ee

First observed

Aug 18, 2015

Last observed

Sep 15, 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.