DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Paul David Guerra
Feed of 09/15/2026
Also filed as Paul Guerra
At current firm
0 y
since Oct 20, 2025
In the industry
31 y
since Apr 5, 1995 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Oct 20, 2025 · Tampa, Fl
- Brookshire Wealth Management unclassifiedSep 13, 2022 to Dec 31, 2025 · Canton, Oh
- Wealthsource? formerSep 12, 2021 to Nov 30, 2022 · Canton, Oh
- Southport Capital formerMar 4, 2021 to Nov 16, 2021 · Canton, Oh
- Brookshire Wealth Management unclassifiedMar 21, 2017 to Mar 29, 2021 · Canton, Oh
- Wells Fargo Advisors wirehouseOct 8, 2009 to Mar 22, 2017 · Canton, Oh
- Brookshire Financial Group, Inc. unclassifiedAug 5, 2005 to Oct 8, 2009 · Canton, Oh
- Commonwealth Financial Network national BDJun 14, 2002 to Oct 8, 2009 · Canton, Oh
Moves
a registration end followed by a registration begin elsewhere
- Brookshire Wealth Management to Concurrent Investment Advisors, LLCleft Dec 31, 2025, registered Oct 20, 2025 (-72 days) · Other · moved with a team
- Wealthsource? to Brookshire Wealth Managementleft Nov 30, 2022, registered Sep 13, 2022 (-78 days) · Other · moved with a team
- Southport Capital to Wealthsource?left Nov 16, 2021, registered Sep 12, 2021 (-65 days) · RIA to RIA · moved with a team
- Brookshire Wealth Management to Southport Capitalleft Mar 29, 2021, registered Mar 4, 2021 (-25 days) · Other · moved with a team
- Wells Fargo Advisors to Brookshire Wealth Managementleft Mar 22, 2017, registered Mar 21, 2017 (-1 days) · Other
- Brookshire Financial Group, Inc. to Wells Fargo Advisorsleft Oct 8, 2009, registered Oct 8, 2009 (0 days) · Other
- Commonwealth Financial Network to Brookshire Financial Group, Inc.left Oct 8, 2009, registered Aug 5, 2005 (-1525 days) · Other
Signals
- Paul David Guerra left Brookshire Wealth Management for Concurrent Investment Advisors, Llc (registered 2025-10-20)Dec 31, 2025 · Advisor changed firm · fact
- Paul David Guerra left Wealthsource? for Brookshire Wealth Management (registered 2022-09-13)Nov 30, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address