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.
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 |
|---|---|---|---|---|---|
| John Michael Grover | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Jul 31, 2026 |
| Jeffrey Allen Green | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Jul 31, 2026 |
| Robert Charles Burks | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Jul 31, 2026 |
| Lauren Kathleen Smith | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Jul 31, 2026 |
| Dylan Clay Daggett | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Jul 31, 2026 |
| Clark Andrew Henry | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Jul 31, 2026 |
| Randall Wayne Fowler | Titleist Asset Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jul 24, 2026 | Mar 2, 2026 |
| John B Hudgens | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 24, 2026 | Jul 28, 2026 |
| Earl Bradford Hudgens | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 24, 2026 | Aug 3, 2026 |
| Hugh Foster Hamilton | Morgan Stanley wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 13, 2026 | Jul 10, 2026 |
| David Matthew Thailing | Avidian Wealth Solutions independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jul 8, 2026 | Jun 26, 2026 |
| Joshua William Patterson | Avidian Wealth Solutions independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jul 8, 2026 | Jul 2, 2026 |
| Gregory Edward Wilkinson | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Jul 6, 2026 |
| Kevin Victor Pinto | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Lanta Larrett Evans | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Brian James Krawiec | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Bradley William Schell | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Deborah Markey Kelly | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Bradford Michael Felger | Stratos Wealth Partners, Ltd BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Julio I Bedolla | Assetmark, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2026 | Jul 3, 2026 |
| Matthew Berkley Wigren | Alden Capital Management LLC unclassified | Concurrent Investment Advisors, LLC independent RIA | Other | Jun 19, 2026 | Jun 2, 2025 |
| Laura Nicole Christofferson | Alden Capital Management LLC unclassified | Concurrent Investment Advisors, LLC independent RIA | Other | Jun 19, 2026 | Jun 2, 2025 |
| Gary Duwayne Wurl | Centric Advisors, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jun 17, 2026 | May 28, 2026 |
| Owen Ralph Pardo | LPL Financial LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2026 | May 28, 2026 |
| Courtney Jenkins Hincks | Commonwealth Financial Network national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2026 | Jun 25, 2026 |
| John Douglas Feast | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | May 25, 2026 | May 15, 2026 |
| David Bjorn Ahlquist | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2026 | May 8, 2026 |
| Vincent Arnold | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2026 | May 8, 2026 |
| Nicholas Johnstone Troiano | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | May 8, 2026 |
| John T. O'Shea | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | May 8, 2026 |
| Steven Joseph Vannostrand | Raymond James & Associates, Inc. national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | May 8, 2026 |
| Tyisha Marie Wolfe | Bankers Life Advisory Services, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2026 | Apr 10, 2026 |
| Kenneth J Calhoun | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2026 | Mar 30, 2026 |
| Michael Lee Proud | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2026 | Mar 30, 2026 |
| Edwin Thomas Shields | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2026 | Mar 31, 2026 |
| Eugenio Rizzo | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2026 | Mar 30, 2026 |
| Adolfo John Montesa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 4, 2026 | Apr 6, 2026 |
| Mark Douglas Kalish | Ameriprise Financial Services, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Mar 27, 2026 |
| Casey Adam Kleiner | Schwab Wealth Advisory, Inc. no RAUM | Concurrent Investment Advisors, LLC independent RIA | Other | Mar 26, 2026 | Apr 23, 2026 |
| Peter Johnston Wright | Hightower Advisors, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Mar 8, 2026 |
| Jennifer Vallee Enlow | Hightower Advisors, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Mar 9, 2026 |
| Richard Kyle Ourso | Hightower Advisors, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Mar 6, 2026 |
| Mitchell Oyer Weeks | Equitable Advisors, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2026 | Apr 15, 2026 (41 d) |
| Amanda Talbot Adams | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Feb 19, 2026 |
| Jeffery Scott Fehrman | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 13, 2026 |
| Virginia Agee Gray | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 20, 2026 |
| Katie Fehrman Edmonds | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 13, 2026 |
| Bailey Edmonds | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 20, 2026 |
| David Sampson Coleman | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Jan 30, 2026 |
| Charles Austin Sacco | Janney Montgomery Scott LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2026 | Jan 9, 2026 |
| Paul David Guerra | Brookshire Wealth Management unclassified | Concurrent Investment Advisors, LLC independent RIA | Other | Dec 31, 2025 | Oct 20, 2025 |
| Joseph Paul D'Anniballe | 1858 Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Dec 4, 2025 |
| Bruce Alan Dipietro | Brookshire Wealth Management unclassified | Concurrent Investment Advisors, LLC independent RIA | Other | Dec 31, 2025 | Oct 21, 2025 |
| Sean Michael Houston | 1858 Wealth Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Dec 4, 2025 |
| Patricia Bass Peterson | Wells Fargo Advisors wirehouse | Concurrent Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Dec 24, 2025 | Jan 7, 2026 |
| Jake Feldman | Ameriprise Financial Services, LLC national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2025 | Jan 27, 2026 (34 d) |
| James Won Lee | Lee Investment Management LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 21, 2025 | Oct 14, 2025 |
| Ashley Renee Heineman | Fisher Investments independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Nov 18, 2025 | Jan 8, 2026 (51 d) |
| John Ronston | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Nov 19, 2025 |
| Julia Louise Sharlow | Kestra Advisory Services, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2025 | Oct 29, 2025 |
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207 moves match.