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CONCURRENT INVESTMENT ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: CONCURRENT INVESTMENT ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 15 Dec 2022 (3 years ago)
Document Number: M22000018721
FEI/EIN Number 92-1819393
Address: 100 S ASHLEY DR STE 830, TAMPA, FL, 33602, US
Mail Address: 100 S ASHLEY DR STE 830, TAMPA, FL, 33602, US
ZIP code: 33602
City: Tampa
County: Hillsborough
Place of Formation: DELAWARE

Links between entities

Type:
Headquarter of
Company Number:
undefined605585415
State:
WASHINGTON

Key Officers & Management

Name Role Address
STEELE SCOTT Manager 100 S ASHLEY DR STE 620, TAMPA, FL, 33602
STEELE SCOTT Agent 100 S ASHLEY DR STE 830, TAMPA, FL, 33602

Form 5500 Series

Employer Identification Number (EIN):
921819393
Plan Year:
2023
Number Of Participants:
31
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-07-13 100 S ASHLEY DR STE 830, TAMPA, FL 33602 -
CHANGE OF MAILING ADDRESS 2023-07-13 100 S ASHLEY DR STE 830, TAMPA, FL 33602 -
REGISTERED AGENT ADDRESS CHANGED 2023-07-13 100 S ASHLEY DR STE 830, TAMPA, FL 33602 -

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-07-13
Foreign Limited 2022-12-15

Trademarks

Serial Number:
87477753
Mark:
CONCURRENT ADVISORS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-06-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CONCURRENT ADVISORS

Goods And Services

For:
Financial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; strategic financial advisory services
First Use:
2017-07-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98189174
Mark:
CONCURRENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-09-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CONCURRENT

Goods And Services

For:
Investment advisory services, namely, Registered Investment Advisor (RIA) services; financial planning and consulting services; financial services, namely, wealth management services; financial retirement plan advisory services
First Use:
2023-03-31
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97395523
Mark:
CONCURRENT PARTNERS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2022-05-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CONCURRENT PARTNERS

Goods And Services

For:
Financial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; strategic financial advisory services; financial consultancy services, namely, providing a program in the field of financial planning and investme...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97395512
Mark:
CONCURRENT
Status:
FIRST EXTENSION - GRANTED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-05-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CONCURRENT

Goods And Services

For:
Financial consultancy services, namely, providing financial planning and investment advisory services
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 01 Jul 2025

Sources: Florida Department of State