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 4 of 5

• Daniel Sean O'neillCRD 4034737 · Greenwood Village, CO
  IA RegisteredBroker
• John T. O'sheaCRD 4866899 · St. Louis, MO
  IA RegisteredRegistration inactive
• Natalie Jayne Owens WellsCRD 4104484 · Kingsport, TN
  IA RegisteredBroker
• Richard Kyle OursoCRD 8010359 · Pineville, LA
  IA Registered
• Owen Ralph PardoCRD 1135215 · Basking Ridge, NJ
  IA RegisteredRegistration inactive
• Monica ParishCRD 7501772 · Fort Lauderdale, FL
  IA Registered
• Sonia Kunal PatelCRD 6407892 · Bradenton, FL
  IA RegisteredBroker
• Joshua William PattersonCRD 3077302 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Jude PeschelCRD 2653530 · Dallas, TX
  IA RegisteredBroker
• Patricia Bass PetersonCRD 1240848 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tye Lake PipkinCRD 4509939 · St Simons, GA
  IA RegisteredBroker
• William Patrick PremockCRD 3176564 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alec Frank PriceCRD 1960195 · West Berlin, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Traci Ann ProvostCRD 5791884 · Westport, CT
  IA RegisteredRegistration inactive
• Carolyn Parenti-PearsonCRD 1508516 · Fresno, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William L ReapCRD 5347061 · Chicago, IL
  IA RegisteredBroker
• Alexander Logan ReedCRD 5996283 · Portland, OR
  IA RegisteredRegistration inactive
• Dominic Lawrence RepettiCRD 4276953 · San Diego, CA
  IA RegisteredBroker
• William Yngve RiceCRD 1965564 · Longview, TX
  IA RegisteredRegistration inactive
• William Yngve RiceCRD 5506547 · Longview, TX
  IA RegisteredBroker
• Mark Andrew RodgersCRD 2630053 · Chicago, IL
  IA RegisteredBroker
• Daniel Albert RoeskeCRD 2740143 · The Woodlans, TX
  IA RegisteredRegistration inactive
• Denise Marie RuizCRD 2281489 · San Diego, CA
  IA RegisteredRegistration inactive
• Andrew Ross RamseyCRD 2494834 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Ryan Philip RemingCRD 6036643 · Scottsdale, AZ
  IA RegisteredBroker
• Bradley George RoeskeCRD 8118280 · The Woodlands, TX
  IA Registered
• Kyle RoeskeCRD 8055626 · The Woodlands, TX
  IA Registered
• Michael James RozovicsCRD 5253184 · Waunakee, WI
  IA RegisteredRegistration inactive
• John Dwight SaalfieldCRD 5382553 · Dallas, TX
  IA RegisteredRegistration inactive
• Randall Craig SauerCRD 1813516 · Pittsburg, KS
  IA RegisteredBroker
• Garry David ScheuflerCRD 2174391 · Dallas, TX
  IA RegisteredBroker
• Patrick Gerard SchultzCRD 4926144 · Cornelius, NC
  IA RegisteredRegistration inactive
• Todd SchwartzCRD 2428419 · Greenwood Village, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Olivia Rose SebastianCRD 4938292 · Colorado Springs, CO
  IA RegisteredBroker
• Brian Vahan SerimianCRD 4514895 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Edwin Thomas ShieldsCRD 5110377 · Charlotte, NC
  IA RegisteredRegistration inactive
• Marilyn F SmithCRD 4783136 · Colorado Springs, CO
  IA RegisteredBroker
• Douglas Alfredo SolorzanoCRD 2183007 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tatiana StratigakiCRD 4513252 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Charles Austin SaccoCRD 6618055 · Plainview, NY
  IA RegisteredRegistration inactive
• Karch Carlton SchwartzCRD 7265801 · Greenwood Village,, CO
  IA RegisteredRegistration inactive
• Julia Louise SharlowCRD 6699620 · Waterville, OH
  IA RegisteredRegistration inactive
• April Marie SheldonCRD 5019259 · Cumming, GA
  IA RegisteredBroker
• Taylor Avery SmithCRD 7881857 · Portland, OR
  IA Registered
• Matthew George SorishoCRD 6970559 · South Lyon, MI
  IA RegisteredRegistration inactive
• Douglas C TateCRD 5996589 · Mandeville, LA
  IA RegisteredRegistration inactive
• Gregory Allen TaylorCRD 4577228 · Kingsport, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• David Matthew ThailingCRD 2302688 · Houston, TX
  IA RegisteredRegistration inactive
• James Daniel TidwellCRD 3115584 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Jordan Matthew TickleCRD 7458417 · Lebanon, VA
  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.