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, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 3, 2018

First registration

Jun 9, 2021

Dual registered

no

Other names

GABE VEVE

IAPD individual key

6802016

• Occurred

  Oct 22, 2025
  Advisor changed firm

  Gabriel Kenneth Veve left Cohesion Wealth Management, Llc for Concurrent Investment Advisors, Llc (registered 2025-10-20)

  Form ADVobserved 5 days ago
• Occurred

  Feb 15, 2022
  Advisor changed firm

  Gabriel Kenneth Veve left Charles Schwab & Co., Inc. for Cohesion Wealth Management, Llc (registered 2022-04-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc1d8bb8-88dd-d5af-278a-b2a128a20784

First observed

Jun 9, 2021

Last observed

Sep 15, 2026 5 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.