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

Voselyn D Williams-Barnes

Concurrent Investment Advisors, LLCindependent RIAAtlanta, Ga IA-onlyIAPD 2635901

Feed of 09/14/2026

Also filed as Voselyn Williams

At current firm

1 y

since Apr 3, 2025

In the industry

25 y

since May 25, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Apr 3, 2025 · Atlanta, Ga
Concurrent Investment Advisors, LLC independent RIA
Mar 31, 2025 to Mar 31, 2025 · Tampa, Fl
Morgan Stanley wirehouse
Feb 21, 2017 to Apr 16, 2025 · Atlanta, Ga
Securian Financial Services, Inc. former
Jun 17, 2009 to Aug 26, 2016 · Atlanta, Ga
Joyn Advisors, Inc. former
Apr 24, 2009 to Aug 25, 2016 · Atlanta, Ga
Gv Financial Advisors, Inc. unclassified
Apr 21, 2009 to Dec 6, 2011 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Concurrent Investment Advisors, LLC
left Apr 16, 2025, registered Mar 31, 2025 (-16 days) · Wirehouse to independent RIA · moved with a team
Securian Financial Services, Inc. to Morgan Stanley
left Aug 26, 2016, registered Feb 21, 2017 (179 days) · Other
Joyn Advisors, Inc. to Securian Financial Services, Inc.
left Aug 25, 2016, registered Jun 17, 2009 (-2626 days) · Other
Gv Financial Advisors, Inc. to Joyn Advisors, Inc.
left Dec 6, 2011, registered Apr 24, 2009 (-956 days) · Other

Signals

Voselyn D Williams-Barnes left Morgan Stanley for Concurrent Investment Advisors, Llc (registered 2025-03-31)
Apr 16, 2025 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address