Concurrent Investment Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

323135

SEC number

801-126555

Firm type

RIA

Assets under management

$15.7B as of Jun 1, 2026

Website

www.nextretirementsolutions.com ↗

Phone

813-709-8800

Address

100 S. Ashley Drive, Tampa, FL, 33602

Advisors at this firm

218 in our index · page 2 of 5

• Katie Fehrman EdmondsCRD 6652856 · Augusta, GA
  IA RegisteredBroker
• Alexandra EvansCRD 8200849 · Dallas, TX
  IA Registered
• Jeffery Scott FehrmanCRD 1961571 · Augusta, GA
  IA RegisteredRegistration inactive
• Sean L FooteCRD 5524764 · Atlanta, GA
  IA RegisteredBroker
• Bobby Neil FosterCRD 2794673 · Colorado Springs, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gary Todd FoutsCRD 5512997 · Murfreesboro, TN
  IA RegisteredRegistration inactive
• Randall Wayne FowlerCRD 2236061 · Edmond, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Jake FeldmanCRD 7570743 · Tampa, FL
  IA RegisteredBroker
• Daniel John FroningCRD 7885152 · Greenwood Village, CO
  IA RegisteredBroker
• Virginia Agee GrayCRD 5515281 · Augusta, GA
  IA RegisteredRegistration inactive
• Paul David GuerraCRD 1888709 · Canton, OH
  IA RegisteredRegistration inactive
• John David GarciaCRD 5139099 · Dallas, TX
  IA RegisteredBroker
• Scott Douglas GarciaCRD 5865690 · Aspen, CO
  IA RegisteredBroker
• Gregory Paul GottliebCRD 7303256 · Northfield, NJ
  IA RegisteredBroker
• Andrew Jakob GraefeCRD 7531726 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Watson Thomas GrapengeterCRD 7791163 · Savannah, GA
  IA RegisteredRegistration inactive
• John Edward HarrisCRD 1811804 · Norman, OK
  IA RegisteredBroker
• Austin Alan HeadCRD 7073170 · Fairbanks, AK
  IA RegisteredRegistration inactive
• Roark Alan HeadCRD 1110638 · Fairbanks, AK
  IA RegisteredRegistration inactive
• Brian Scott HeimowitzCRD 7505439 · Miami, FL
  IA Registered
• Brett Andrew HinaCRD 2462782 · Northfield, NJ
  IA RegisteredRegistration inactive
• Joshua Christian HoffCRD 5338971 · Dallas, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lora Jane HoffCRD 3175071 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Stephen HofstetterCRD 1970941 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Joseph HollingsworthCRD 1328648 · Wellesley, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Glenn HolmesCRD 5438527 · Tampa, FL
  IA RegisteredBroker
• George Ronald HoosCRD 2306963 · Bradenton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• David Thor HoppessCRD 2430134 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Keith David HubermanCRD 3035582 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Courtney Tara HaddadCRD 3169496 · Tampa, FL
  IA RegisteredBroker
• Isaac HamptonCRD 7673699 · Lebanon, VA
  IA Registered
• Savion L HarrisCRD 7383700 · Dallas, TX
  IA Registered
• Mandy Marie HaskellCRD 5079463 · Houston, TX
  IA RegisteredRegistration inactive
• Ashley Renee HeinemanCRD 7156705 · Dallas, TX
  IA Registered
• Randy HelfondCRD 8191230 · San Marcos, CA
  IA Registered
• Joseph Kadillak HewittCRD 7488758 · Greenwood Village, CO
  IA RegisteredBroker
• Lindsay Brooke HeymanCRD 6740521 · Pensacola, FL
  IA RegisteredRegistration inactive
• Courtney Jenkins HincksCRD 6491151 · San Diego, CA
  IA RegisteredRegistration inactive
• Thomas Gavin HoulihanCRD 8179943 · Tampa, FL
  IA Registered
• Jason Lewis HudsonCRD 6226900 · Hattiesburg, MS
  IA RegisteredRegistration inactive
• Anthony Bart JavaroneCRD 1721569 · West Palm Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark A JohnsonCRD 2842194 · Norman, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• John Hilsman JamesCRD 8163191 · Dallas, TX
  IA Registered
• Paul Harlan JandaCRD 8195476 · Las Vegas, NV
  IA Registered
• Mark Douglas KalishCRD 1175525 · Lakewood Ranch, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Howard KeatonCRD 2467121 · Savannah, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jiles Ellsworth KirklandCRD 2404316 · Bradenton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Carol Marie Stafford KlattCRD 4234876 · Bellevue, WA
  IA RegisteredRegistration inactive
• Nicholas Randall KleinCRD 6690238 · Tampa, FL
  IA RegisteredRegistration inactive
• Casey Adam KleinerCRD 7141304 · Scottsdale, AZ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.