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RIA / WealthAdvisor39 years in industry

OWEN RALPH PARDO

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Basking Ridge, NJ | TAMPA, FL | Short Hills, NJ

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Search this name across graphsid dfx:ria:f7dff976-d058-d1aa-3de7-9853c5f817a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2002 to Sep 14, 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: May 13, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: May 13, 1987
First registration: Apr 5, 2002
Dual registered: no
IAPD individual key: 1135215

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 28, 2026	n/a	yes	TAMPA, FL\|Basking Ridge, NJ\|Short Hills, NJ	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 14, 2020	Jun 12, 2026	no	BASKING RIDGE, NJ\|FORT MILL, SC\|BASKING RIDGE, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Aug 14, 2020	no	BEDMINSTER, NJ	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Dec 15, 2003	Jan 1, 2008	no	WARREN, NJ\|ST. LOUIS, MO\|WARREN, NJ	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jul 18, 2003	Dec 15, 2003	no	FLORHAM PARK, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 5, 2002	Jul 30, 2003	no	FLORHAM PARK, NJ	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
LPL FINANCIAL LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Jun 12, 2026	May 28, 2026	-15	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Aug 14, 2020	Aug 14, 2020	0	Firm change	Wirehouse to ibd
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
OPPENHEIMER & CO. INC.	A. G. EDWARDS & SONS, INC.	Dec 15, 2003	Dec 15, 2003	0	Firm change	Other
UBS FINANCIAL SERVICES INC.	OPPENHEIMER & CO. INC.	Jul 30, 2003	Jul 18, 2003	-12	Firm change	Other

Relationships

Registered with (6)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 14, 2020 to Jun 12, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Aug 14, 2020factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Dec 15, 2003 to Jan 1, 2008factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jul 18, 2003 to Dec 15, 2003factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 5, 2002 to Jul 30, 2003factForm ADV

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
Owen Ralph Pardo left Lpl Financial Llc for Concurrent Investment Advisors, Llc (registered 2026-05-28)
Form ADVobserved 4 days ago