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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Tyisha Marie Wolfe

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Crowley, TX

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Search this name across graphsid dfx:ria:ffc984fa-cdd0-449b-4f1b-254ade3bce81

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 29, 2016 to Sep 15, 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: Aug 3, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 3, 2015
First registration: Jul 29, 2016
Dual registered: yes, broker-dealer
Other names: TYISHA WOLFE|MARIE WOLFE|T. Marie Wolfe
IAPD individual key: 4895073

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	Apr 10, 2026	n/a	yes	Crowley, TX\|TAMPA, FL	Current employment
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Mar 25, 2025	Apr 14, 2026	no	CHICAGO, IL\|Crowley, TX	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Apr 11, 2018	Feb 27, 2025	no	FORT WORTH, TX\|Crowley, TX	Previous registration
TRINITY PORTFOLIO ADVISORS, LLC	Independent wealth	Aug 16, 2017	Feb 13, 2018	no	SOUTHLAKE, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jul 29, 2016	Jun 13, 2017	no	Roseville, CA	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
BANKERS LIFE ADVISORY SERVICES, INC.	CONCURRENT INVESTMENT ADVISORS, LLC	Apr 14, 2026	Apr 10, 2026	-4	Firm change	Ibd to RIA
FIRST COMMAND ADVISORY SERVICES	BANKERS LIFE ADVISORY SERVICES, INC.	Feb 27, 2025	Mar 25, 2025	26	Firm change	Ibd to ibd
TRINITY PORTFOLIO ADVISORS, LLC	FIRST COMMAND ADVISORY SERVICES	Feb 13, 2018	Apr 11, 2018	57	Firm change	Other
MORGAN STANLEY	TRINITY PORTFOLIO ADVISORS, LLC	Jun 13, 2017	Aug 16, 2017	64	Firm change	Other

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Mar 25, 2025 to Apr 14, 2026factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 11, 2018 to Feb 27, 2025factForm ADV
→ TRINITY PORTFOLIO ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 16, 2017 to Feb 13, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 29, 2016 to Jun 13, 2017factForm ADV

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
Tyisha Marie Wolfe left Bankers Life Advisory Services, Inc. for Concurrent Investment Advisors, Llc (registered 2026-04-10)
Form ADVobserved 5 days ago
Occurred
Feb 27, 2025
Advisor changed firm
Tyisha Marie Wolfe left First Command Advisory Services for Bankers Life Advisory Services, Inc. (registered 2025-03-25)
Form ADVobserved 5 days ago