PAUL DAVID GUERRA is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-10-20 | present | Yes |
| BROOKSHIRE WEALTH MANAGEMENT | 2022-09-13 | 2025-12-31 | — |
| WEALTHSOURCE® | 2021-09-12 | 2022-11-30 | — |
| SOUTHPORT CAPITAL | 2021-03-04 | 2021-11-16 | — |
| BROOKSHIRE WEALTH MANAGEMENT | 2017-03-21 | 2021-03-29 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2009-10-08 | 2017-03-22 | — |
| BROOKSHIRE FINANCIAL GROUP, INC. | 2005-08-05 | 2009-10-08 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2002-06-14 | 2009-10-08 | — |