CONCURRENT INVESTMENT ADVISORS, LLC
CRD #323135 SEC #801-126555 TAMPA, FL 813-709-8800
SEC Registered
Total AUM
$9.9B
Discretionary
$7.5B
Employees
188
Clients
101
Accounts
10,278
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 42
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Haddad, Courtney, Tara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| LENZ, NATHAN, MATTHEW | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| Lenz, Nathan, Matthew | I | FOUNDER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | MANAGING DIRECTOR, OPERATIONS | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| MCQUAID, JOSEPH, GERARD | I | CHIEF OPERATIONS OFFICER | NA | |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| STEELE, SCOTT, ALEXANDER | I | FOUNDER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCURRENT PARTNERSHIP HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| MCFARLAND, KEVIN | I | CONCURRENT PARTNERSHIP HOLDINGS, LLC | F | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| NATSCO LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS, LLC | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| LENZ, NATHAN, MATTHEW | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| STEELE, SCOTT, ALEXANDER | I | NATSCO LLC | D | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| CONCURRENT FOUNDING PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| Lenz, Nathan, Matthew | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| MERCHANT WEALTH PARTNERS | DE | CONCURRENT PARTNERSHIP HOLDINGS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
| STEELE, SCOTT, ALEXANDER | I | CONCURRENT FOUNDING PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (49)
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