TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...

Almost a year after its transition from an office of supervisory jurisdiction under Raymond James, Concurrent is shifting into “growth mode” as a multicustodial, hybrid RIA platform for independent ...

An international student in F-1 status may be enrolled in two different SEVIS-approved schools as long as the combined enrollment at the two schools amounts to a full-time course of study. This is ...

Concurrent Investment Advisors, a Tampa-based hybrid RIA with $9.7 billion in assets that was formerly an office of supervisory jurisdiction under Raymond James, has hired David Montgomery as managing ...