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