DFX 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 |
|---|---|---|---|---|---|
| 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 |
| Joseph Gerard Mcquaid | Imprint Wealth LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jun 20, 2024 | Dec 26, 2025 (554 d) |
| Kenneth Lake Pipkin | Imprint Wealth LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jun 13, 2024 | Oct 1, 2024 (110 d) |
| Tye Lake Pipkin | Imprint Wealth LLC independent RIA | Concurrent Investment Advisors, LLC no RAUM | Other | Jun 13, 2024 | Jan 30, 2023 |
| Christopher Nicholas Van Horn | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 16, 2024 | May 13, 2024 |
| Chad Joseph Mcqueen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | May 8, 2024 | May 29, 2024 |
| Adam Wright | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 3, 2024 | Mar 4, 2026 (670 d) |
| Kenneth Allen Maring | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 30, 2024 | Apr 23, 2024 |
| Ryan Philip Reming | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2024 | Apr 24, 2024 |
| Brent Russel Mekosh | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | Apr 24, 2024 |
| Jeffrey Donald Breese | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | Apr 25, 2024 |
| Andrew S Diozzi | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | Apr 29, 2024 |
| Kayla Mcnamara Mayoral | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | Apr 29, 2024 |
| Denise Douaire Mcguire | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | Apr 29, 2024 |
| Shikha Midha | Fidelity Personal And Workplace Advisors BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Jul 2, 2024 (116 d) |
| Christopher Joseph Davitt | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2024 | Aug 10, 2026 (916 d) |
| Glenn Holmes | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2024 | Jan 3, 2025 (332 d) |
| Daniel Sean O'Neill | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 17, 2024 | Jan 17, 2024 |
| Ramin Nathaniel Abrams | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Jan 5, 2024 | Jan 11, 2024 |
| Charles Joseph Costa | Lumature Wealth Partners, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Oct 2, 2023 |
| Andrew Ross Ramsey | Lumature Wealth Partners, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Oct 2, 2023 |
| Charles Wesley Davidson | Lumature Wealth Partners, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Oct 2, 2023 |
| Ralph Corley Watson | Lumature Wealth Partners, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Oct 2, 2023 |
| Andrew Michael Palmasano | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2023 | Nov 13, 2023 |
| Wesley Blake Turner | Lumature Wealth Partners, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Oct 2, 2023 |
| Kelly Manning Rodriguez | Lumature Wealth Partners, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Oct 2, 2023 |
| Sean Michael Morton | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2023 | Nov 13, 2023 |
| Tatiana Stratigaki | United Capital Financial Advisors BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2023 | Oct 24, 2023 |
| Thomas Brandon Cox | United Capital Financial Advisors BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2023 | Sep 29, 2023 |
| Arthur Millwee Klugh | United Capital Financial Advisors BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2023 | Sep 15, 2023 |
| Robert Owen Wareing | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2023 | Aug 22, 2023 |
| Grace Basilone | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 7, 2023 | Jul 12, 2023 |
| James Daniel Tidwell | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 7, 2023 | Aug 8, 2023 |
| William Patrick Premock | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 7, 2023 | Aug 8, 2023 |
| Roddrick Newhouse | Wealthcare Advisory Partners LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jul 19, 2023 | Jul 17, 2023 |
| Matthew Nadim Menkhaus | Fidelity Personal And Workplace Advisors BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 23, 2023 | Jun 26, 2024 (369 d) |
| Denise Marie Ruiz | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | May 31, 2023 |
| Dominic Lawrence Repetti | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | May 31, 2023 |
| Anthony Michael David | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | Jun 19, 2023 |
| Jeremy Michael Massullo | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | Jun 2, 2023 |
| Grant Mcginty | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | May 31, 2023 |
| Joseph Ritchey Godbout | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | Jun 6, 2023 |
| Brooke Marie Humphrey | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2023 | Jun 12, 2023 |
| Damon Eugene Delillo | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2023 | May 31, 2023 |
| Paul Neuner | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2023 | May 31, 2023 |
| Robert Lee Ortbals | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2023 | May 31, 2023 |
| Kevin Ray Mcfarland | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2023 | May 31, 2023 |
| Marilyn F Smith | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2023 | May 19, 2023 |
| Michael James Rozovics | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2023 | May 31, 2023 |
| Krystian Moreno | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2023 | May 30, 2023 |
| Mark Stephen Hofstetter | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2023 | Apr 14, 2023 |
| Brian Vahan Serimian | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2023 | Apr 11, 2023 |
| Richard Anthony Camacho | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2023 | Apr 10, 2023 |
| William L Reap | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2023 | Apr 12, 2023 |
| Michael David Sullivan | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2023 | Apr 17, 2023 |
| Elizabeth Meagher | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2023 | Apr 17, 2023 |
| Mark Andrew Rodgers | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2023 | Apr 17, 2023 |
| Michael Robert Bauer | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2023 | Apr 17, 2023 |
| Stevan Thomas Dority | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2023 | Apr 6, 2023 |
209 moves match.