AUMdb
JP

Joseph Paul D'anniballe

CRD 2120625 Certified Financial Planner

Firms

FirmRoleAs of
Concurrent Investment Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗