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 24, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 24, 2006

First registration

Mar 26, 2007

Dual registered

yes, broker-dealer

IAPD individual key

5139099

• Occurred

  Feb 14, 2022
  Advisor changed firm

  John David Garcia left Edward Jones for Raymond James Financial Services Advisors, Inc (registered 2022-02-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f3a75a14-bcb4-1403-8758-1183c643398a

First observed

Mar 26, 2007

Last observed

Sep 14, 2026 7 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.