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

Savion L Harris

Concurrent Investment Advisors, LLCindependent RIADallas, Tx IA-onlyIAPD 7383700

Feed of 09/14/2026

At current firm

1 y

since Jun 24, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

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 Jun 24, 2025 · Tampa, Fl
Integra Global Advisors LLC independent RIA
Feb 25, 2025 to Jun 23, 2025 · Stamford, Ct
Corient independent RIA
Aug 1, 2023 to Mar 25, 2024 · San Antonio, Tx
Intercontinental Wealth Advisors, LLC former
Aug 4, 2021 to Aug 2, 2023 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Integra Global Advisors LLC to Concurrent Investment Advisors, LLC
left Jun 23, 2025, registered Jun 24, 2025 (1 days) · RIA to RIA
Corient to Integra Global Advisors LLC
left Mar 25, 2024, registered Feb 25, 2025 (337 days) · RIA to RIA
Intercontinental Wealth Advisors, LLC to Corient
left Aug 2, 2023, registered Aug 1, 2023 (-1 days) · RIA to RIA · moved with a team

Signals

Savion L Harris left Integra Global Advisors Llc for Concurrent Investment Advisors, Llc (registered 2025-06-24)
Jun 23, 2025 · Advisor changed firm · fact
Savion L Harris left Corient for Integra Global Advisors Llc (registered 2025-02-25)
Mar 25, 2024 · Advisor changed firm · fact
Savion L Harris left Intercontinental Wealth Advisors, Llc for Corient (registered 2023-08-01)
Aug 2, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address