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RIA / WealthAdvisor40 years in industry

William Stuart Mead

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Colorado Springs, CO | TAMPA, FL

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Search this name across graphsid dfx:ria:d01ebadc-a539-dcc8-2472-4a61519af252

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 20, 1993 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 7, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 7, 1986
First registration: Apr 20, 1993
Dual registered: no
Other names: BILL MEAD|Bill S Mead
IAPD individual key: 1529387

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	May 19, 2023	n/a	yes	Colorado Springs, CO\|TAMPA, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 25, 2021	May 30, 2023	no	Colorado Springs, CO\|Greenwood Village, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 11, 2007	Jun 29, 2021	no	COLORADO SPRINGS, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 20, 1993	May 25, 2007	no	COLORADO SPRINGS, CO\|COLORADO SPRING, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CONCURRENT INVESTMENT ADVISORS, LLC	May 30, 2023	May 19, 2023	-11	Bulk transfer	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 29, 2021	Jun 25, 2021	-4	Firm change	Wirehouse to ibd
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	May 25, 2007	May 11, 2007	-14	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 19, 2023 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jun 25, 2021 to May 30, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 11, 2007 to Jun 29, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 20, 1993 to May 25, 2007factForm ADV

Dated events

No dated event names this entity yet.