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Advisor at CONCURRENT INVESTMENT ADVISORS, LLC
Pineville, LA | TAMPA, FL
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 | Mar 8, 2026 | n/a | yes | TAMPA, FL|Pineville, LA | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Jul 15, 2019 | Mar 11, 2026 | no | Baton Rouge, LA | Previous registration |
| Lourdmurray | Former SEC adviser | Jul 12, 2013 | Aug 8, 2019 | no | BEVERLY HILLS, CA|Baton Rouge, LA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Jul 10, 2013 | no | BATON ROUGE, LA | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Oct 28, 2004 | Feb 13, 2013 | no | BATON ROUGE, LA|BATON ROUGE, LA|ZACHARY, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | CONCURRENT INVESTMENT ADVISORS, LLC | Mar 11, 2026 | Mar 8, 2026 | -3 | Firm change | Ibd to RIA |
| Lourdmurray | HIGHTOWER ADVISORS, LLC | Aug 8, 2019 | Jul 15, 2019 | -24 | Firm change | RIA to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | Lourdmurray | Jul 10, 2013 | Jul 12, 2013 | 2 | Firm change | Other |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145323:323135:LA:2026-03-11 | Mar 11, 2026 | Mar 8, 2026 | BATON ROUGE, LA | Firm change |