DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Concurrent Investment Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Howard Keaton | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2025 | Oct 23, 2025 |
| Thomas Alfred Sams | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2025 | Oct 23, 2025 |
| Brittany Lynn Bailey | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2025 | Dec 24, 2025 (62 d) |
| Patrick Ryan Bindel | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2025 | Dec 11, 2025 (49 d) |
| Watson Thomas Grapengeter | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2025 | Oct 22, 2025 |
| Mark Patrick Culver | Cohesion Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Oct 22, 2025 | Oct 21, 2025 |
| Timothy William Seeger | UBS Financial Services Inc. wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Oct 6, 2025 |
| Gabriel Kenneth Veve | Cohesion Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Oct 22, 2025 | Oct 20, 2025 |
| Jonathan Galen Neher | Cambridge Investment Research Advisors, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2025 | Sep 22, 2025 |
| Gregory Paul Gottlieb | UBS Financial Services Inc. wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Sep 30, 2025 | Sep 22, 2025 |
| Dimitris Petros Magemeneas | Kingsview Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Sep 2, 2025 | Aug 1, 2025 |
| Melissa Gayle O'Connor | Comprehensive Financial Consultants independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Aug 19, 2025 | Dec 16, 2025 (119 d) |
| Karrisa Marinez | Northwestern Mutual Investment Services,LLC no RAUM | Concurrent Investment Advisors, LLC independent RIA | Other | Aug 19, 2025 | Mar 30, 2026 (223 d) |
| Brian Scott Heimowitz | Birchwood Capital Management unclassified | Concurrent Investment Advisors, LLC independent RIA | Other | Aug 19, 2025 | Feb 27, 2025 |
| Savion L Harris | Integra Global Advisors LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jun 23, 2025 | Jun 24, 2025 |
| Carol Marie Stafford Klatt | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2025 | Jun 2, 2025 |
| Anthony Bart Javarone | International Assets Investment Management, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 15, 2025 |
| Cyrus Askari Baravati | Schwab Wealth Advisory, Inc. no RAUM | Concurrent Investment Advisors, LLC independent RIA | Other | May 8, 2025 | May 14, 2025 |
| Patrick Gerard Schultz | C. F. Parks & Co., Inc. other | Concurrent Investment Advisors, LLC independent RIA | Other | Apr 30, 2025 | May 20, 2025 |
| Stephen Michael Welch | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Mar 31, 2025 |
| Sean L Foote | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Mar 31, 2025 |
| Voselyn D Williams-Barnes | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 16, 2025 | Mar 31, 2025 |
| Brett Andrew Hina | UBS Financial Services Inc. wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 8, 2025 | Mar 28, 2025 |
| Lisa Ann Ruela | UBS Financial Services Inc. wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 8, 2025 | Mar 28, 2025 |
| Daniel Joseph Lesneski | UBS Financial Services Inc. wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 8, 2025 | Mar 28, 2025 |
| George Andrew Henry Arky | Cambridge Investment Research Advisors, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2025 | Mar 17, 2025 |
| Joseph Kareem Miller | Cambridge Investment Research Advisors, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2025 | Mar 17, 2025 |
| Diane Blakeney Bonner | Cambridge Investment Research Advisors, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2025 | Mar 17, 2025 |
| Traci Ann Provost | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2025 | Mar 21, 2025 |
| Jeffery Paul Bedford | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Feb 24, 2025 |
| Timothy Lee Colvin | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Feb 24, 2025 |
| Natalie Jayne Owens Wells | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Feb 24, 2025 |
| Gregory Allen Taylor | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Feb 24, 2025 |
| Andrew Otho Medukas | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Feb 24, 2025 |
| Zachary Ethan Colvin | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Feb 24, 2025 |
| Stephen Joseph Hollingsworth | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2025 | Mar 14, 2025 |
| Michael Joseph Valenta | Cambridge Investment Research Advisors, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2025 | Jan 21, 2025 |
| Colby John Valenta | Cambridge Investment Research Advisors, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2025 | Jan 21, 2025 |
| Jerome Caulk | Ameriprise Financial Services, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2025 | Jan 17, 2025 |
| David Thor Hoppess | Ameriprise Financial Services, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2025 | Jan 22, 2025 |
| Jonathan Graham Williams | Ameriprise Financial Services, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2025 | Jan 17, 2025 |
| Leah Rebecca Bennett | Westwood Wealth Management mixed wealth | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jan 13, 2025 | Mar 4, 2025 (50 d) |
| Jonathan Stanton Leeks | Creative Planning independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jan 7, 2025 | Jan 6, 2025 |
| George Flurence Crowley | Thrivent Advisor Network, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 | Nov 29, 2024 |
| Louis Cosmo Ciliberti | Thrivent Advisor Network, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 | Nov 29, 2024 |
| Kathryn Walker Buck Cannella | Thrivent Advisor Network, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 | Nov 29, 2024 |
| Joseph Frank Ciliberti | Thrivent Advisor Network, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 | Nov 29, 2024 |
| David Michael Montgomery | Onedigital institutional | Concurrent Investment Advisors, LLC independent RIA | Other | Dec 9, 2024 | Dec 6, 2024 |
| Kori Jean Manus | LPL Financial LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2024 | Dec 10, 2024 |
| Jodi Ann Engelstad | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2024 | Oct 30, 2024 |
| Steven Arnold Engelstad | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2024 | Oct 30, 2024 |
| Feixueer Luo | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2024 | Oct 30, 2024 |
| Michael Paul Voltin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Oct 3, 2024 | Oct 2, 2024 |
| Lindsay Sarah Lambert | RBC Capital Markets, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Aug 30, 2024 |
| Dennis Carl Lambert | RBC Capital Markets, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Aug 30, 2024 |
| Lora Jane Hoff | Ipi Wealth Management, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Aug 7, 2024 |
| Joshua Christian Hoff | Ipi Wealth Management, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Aug 8, 2024 |
| Stacey Lynn Mullin | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2024 | Oct 1, 2024 (63 d) |
| Todd Matthew Wike | Potomac Financial Group unclassified | Concurrent Investment Advisors, LLC independent RIA | Other | Jul 22, 2024 | Jul 6, 2026 (714 d) |
| Jason Lewis Hudson | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2024 | Jul 5, 2024 |
207 moves match.