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

Dec 17, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Dec 17, 2007

First registration

Jan 26, 2016

Dual registered

no

IAPD individual key

5448221

• Occurred

  May 11, 2026
  Advisor changed firm

  Steven Joseph Vannostrand left Raymond James & Associates, Inc. for Concurrent Investment Advisors, Llc (registered 2026-05-08)

  Form ADVobserved 6 days ago
• Occurred

  Apr 29, 2022
  Advisor changed firm

  Steven Joseph Vannostrand left Goodman Financial Corporation for Raymond James & Associates, Inc. (registered 2022-05-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b79ebf5e-5663-38e3-5fcd-d5e859149e60

First observed

Jan 26, 2016

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.