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 3 of 5

• Arthur Millwee KlughCRD 3126620 · Anderson, SC
  IA RegisteredBroker
• Joseph Lane KnoxCRD 1787697 · Longview, TX
  IA RegisteredBroker
• Wendy Anne KohlCRD 5383914 · Chicago, IL
  IA RegisteredRegistration inactive
• Dennis Carl LambertCRD 710139 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lindsay Sarah LambertCRD 4935118 · Houston, TX
  IA RegisteredRegistration inactive
• James Won LeeCRD 1856731 · Saratoga Springs, NY
  IA Registered
• Daniel Joseph LesneskiCRD 5781372 · Northfield, NJ
  IA RegisteredBroker
• Ricardo Antonio LimaCRD 2507353 · Dallas, TX
  IA RegisteredRegistration inactive
• Jonathan Stanton LeeksCRD 7070423 · Olathe, KS
  IA RegisteredRegistration inactive
• Nathan Matthew LenzCRD 5355530 · Tampa, FL
  IA RegisteredRegistration inactive
• Liatriz Estella LevyCRD 2727200 · Albuquerque, NM
  IA RegisteredRegistration inactive
• Tiahna LilavoisCRD 8215022 · Boca Raton, FL
  IA Registered
• Matthew Mark LindamoodCRD 6113021 · Lebanon, VA
  IA RegisteredBroker
• Feixueer LuoCRD 7500267 · Tampa, FL
  IA RegisteredRegistration inactive
• Garner Allen MabryCRD 3276730 · Greenwood Village, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Raymond MaclardyCRD 1298057 · Vancouver, WA
  IA RegisteredRegistration inactive
• Jeffrey Alan MaclardyCRD 6993311 · Vancouver, WA
  IA RegisteredRegistration inactive
• Kenneth Allen MaringCRD 1500005 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Patrick MaroneyCRD 4817839 · Bradenton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Jay MatthewsCRD 1824422 · Virginia Beach, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Allan McbeeCRD 3086398 · Dallas, TX
  IA RegisteredBroker
• Kevin Ray McfarlandCRD 4508111 · San Diego, CA
  IA RegisteredBroker
• Denise Douaire McguireCRD 6706021 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Brooke Jackson McleodCRD 5785361 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Elizabeth MeagherCRD 2200713 · Grosse Pointe, MI
  IA RegisteredBroker
• Brent Russel MekoshCRD 2247958 · Phoenix, AZ
  IA RegisteredBroker
• Matthew Nadim MenkhausCRD 7333875 · Tampa, FL
  IA RegisteredRegistration inactive
• Shikha MidhaCRD 6736209 · Dallas, TX
  IA RegisteredBroker
• Michael Morris MikeskaCRD 1839037 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Kareem MillerCRD 2491476 · Durham, NC
  IA RegisteredRegistration inactive
• David Michael MontgomeryCRD 4985656 · Tampa, FL
  IA RegisteredRegistration inactive
• Krystian MorenoCRD 5372505 · Miami, FL
  IA RegisteredRegistration inactive
• Sean Michael MortonCRD 4686526 · Canon City, CO
  IA RegisteredRegistration inactive
• Adam Renald MacdonaldCRD 7996720 · Bend, OR
  IA Registered
• Dimitris Petros MagemeneasCRD 5278539 · San Diego, CA
  IA RegisteredRegistration inactive
• Karrisa MarinezCRD 7260499 · Tampa, FL
  IA RegisteredBroker
• Kayla Mcnamara MayoralCRD 6687991 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Thomas McleodCRD 7858925 · Alpharetta, GA
  IA RegisteredBroker
• Chad Joseph McqueenCRD 7623991 · Marlton, NJ
  IA RegisteredRegistration inactive
• William Stuart MeadCRD 1529387 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Andrew Otho MedukasCRD 5956053 · Kingsport, TN
  IA RegisteredRegistration inactive
• Eric David MizeCRD 8147224 · Norman, OK
  IA RegisteredBroker
• Nicole MizeCRD 5543945 · Norman, OK
  IA RegisteredRegistration inactive
• Adolfo John MontesaCRD 4465020 · High Point, NC
  IA RegisteredBroker
• Stacey Lynn MullinCRD 4238682 · Tampa, FL
  IA RegisteredBroker
• Roger David MullinsCRD 7318830 · 151 E Main St., VA
  IA RegisteredRegistration inactive
• Neelab NaibkhylCRD 5140958 · San Diego, CA
  IA RegisteredRegistration inactive
• Jonathan Galen NeherCRD 2962974 · Fort Collins, CO
  IA RegisteredBroker
• Paul NeunerCRD 2454215 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Melissa Gayle O'connorCRD 5047942 · Muncie, IN
  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.