KR
Kevin Ray Mcfarland
CRD 4508111
Firms
| Firm | Role | As of |
|---|---|---|
| Concurrent Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Concurrent Investment Advisors, Llc
Founding Partner · GP / trustee / elected manager · Dec 2024
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Concurrent Asset Management, Llc
Founding Partner · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗