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Advisor at CONCURRENT INVESTMENT ADVISORS, LLC
TAMPA, FL | Hot Springs, AR
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 | Aug 3, 2026 | n/a | yes | TAMPA, FL|Hot Springs, AR | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jul 24, 2026 | no | HOT SPRINGS, AR | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | HOT SPRINGS, AR | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 22, 1995 | Apr 2, 2007 | no | HOT SPRINGS, AR|HOT SPRINGS, AR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | CONCURRENT INVESTMENT ADVISORS, LLC | Jul 24, 2026 | Aug 3, 2026 | 10 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:323135:AR:2026-07-24 | Jul 24, 2026 | Aug 3, 2026 | HOT SPRINGS, AR | Firm change |