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

Gary Duwayne Wurl

Concurrent Investment Advisors, LLCindependent RIAHouston, Tx IA-onlyIAPD 2243508

Certified Financial Planner

Feed of 09/15/2026

At current firm

0 y

since May 28, 2026

In the industry

34 y

since Aug 18, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Concurrent Investment Advisors, LLC independent RIA current
since May 28, 2026 · Tampa, Fl
Centric Advisors, LLC independent RIA
Dec 17, 2018 to Jun 17, 2026 · Houston, Tx
Centric Advisors, LLC independent RIA
Nov 27, 2018 to Nov 30, 2018 · Houston, Tx
Kovack Advisors, Inc. BD affiliated
Oct 29, 2014 to Dec 17, 2018 · Ft. Lauderdale, Fl
Resource Horizons Investment Advisory, Inc. former
Nov 24, 2009 to Dec 31, 2014 · Houston, Tx
Cullum & Burks Securities, Inc. unclassified
Feb 27, 2007 to Nov 24, 2009 · Houston, Tx
United Securities Alliance, Inc. unclassified
Nov 24, 2003 to Mar 7, 2007 · Greenwood Village, Co

Moves

a registration end followed by a registration begin elsewhere

Centric Advisors, LLC to Concurrent Investment Advisors, LLC
left Jun 17, 2026, registered May 28, 2026 (-20 days) · RIA to RIA
Kovack Advisors, Inc. to Centric Advisors, LLC
left Dec 17, 2018, registered Nov 27, 2018 (-20 days) · Affiliated broker-dealer or bank to independent RIA
Resource Horizons Investment Advisory, Inc. to Kovack Advisors, Inc.
left Dec 31, 2014, registered Oct 29, 2014 (-63 days) · corporate re-registration, not a move
Cullum & Burks Securities, Inc. to Resource Horizons Investment Advisory, Inc.
left Nov 24, 2009, registered Nov 24, 2009 (0 days) · Other
United Securities Alliance, Inc. to Cullum & Burks Securities, Inc.
left Mar 7, 2007, registered Feb 27, 2007 (-8 days) · Other

Signals

Gary Duwayne Wurl left Centric Advisors, Llc for Concurrent Investment Advisors, Llc (registered 2026-05-28)
Jun 17, 2026 · 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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address