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

Oct 22, 1990earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 22, 1990

First registration

Jul 25, 2000

Dual registered

no

IAPD individual key

1844054

• Occurred

  Oct 22, 2025
  Advisor changed firm

  Mark Patrick Culver left Cohesion Wealth Management, Llc for Concurrent Investment Advisors, Llc (registered 2025-10-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e364dfbf-73c8-6123-8e2f-49d93064353a

First observed

Jul 25, 2000

Last observed

Sep 15, 2026 4 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.