Courtney Tara Haddad appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Courtney Tara Haddad appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-08 | Form ADV | CONCURRENT INVESTMENT ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | TAMPA, FL |
| 2026-01-20 | Form ADV | CONCURRENT ASSET MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | TAMPA, FL |