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

Patrick Gerard Schultz

Concurrent Investment Advisors, LLCindependent RIATampa, Fl IA-onlyIAPD 4926144

Certified Financial Planner

Feed of 09/15/2026

Also filed as Pat Schultz

At current firm

1 y

since May 20, 2025

In the industry

21 y

since Jan 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, 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 20, 2025 · Tampa, Fl
C. F. Parks & Co., Inc. former
Jan 15, 2025 to Apr 30, 2025 · Salisbury, Nc
Hobart Wealth independent RIA
Sep 5, 2024 to Jan 15, 2025 · Charlotte, Nc
Neuberger Berman Bd LLC no RAUM
Apr 10, 2023 to Aug 15, 2024 · New York, Ny
Dominguez Wealth Management Solutions, Inc. independent RIA
Oct 23, 2019 to Mar 30, 2023 · Williamsburg, Va
New York Life Investment Management LLC asset manager
Jan 3, 2007 to Sep 4, 2019 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

C. F. Parks & Co., Inc. to Concurrent Investment Advisors, LLC
left Apr 30, 2025, registered May 20, 2025 (20 days) · Other
Hobart Wealth to C. F. Parks & Co., Inc.
left Jan 15, 2025, registered Jan 15, 2025 (0 days) · Other
Neuberger Berman Bd LLC to Hobart Wealth
left Aug 15, 2024, registered Sep 5, 2024 (21 days) · Other
Dominguez Wealth Management Solutions, Inc. to Neuberger Berman Bd LLC
left Mar 30, 2023, registered Apr 10, 2023 (11 days) · Other
New York Life Investment Management LLC to Dominguez Wealth Management Solutions, Inc.
left Sep 4, 2019, registered Oct 23, 2019 (49 days) · Other

Signals

Patrick Gerard Schultz left C. F. Parks & Co., Inc. for Concurrent Investment Advisors, Llc (registered 2025-05-20)
Apr 30, 2025 · Advisor changed firm · fact
Patrick Gerard Schultz left Hobart Wealth for C. F. Parks & Co., Inc. (registered 2025-01-15)
Jan 15, 2025 · Advisor changed firm · fact
Patrick Gerard Schultz left Neuberger Berman Bd Llc for Hobart Wealth (registered 2024-09-05)
Aug 15, 2024 · Advisor changed firm · fact
Patrick Gerard Schultz left Dominguez Wealth Management Solutions, Inc. for Neuberger Berman Bd Llc (registered 2023-04-10)
Mar 30, 2023 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address