DAVID MATTHEW THAILING is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2026-06-26 | present | Yes |
| AVIDIAN WEALTH ENTERPRISES, LLC | 2021-11-11 | 2026-07-08 | — |
| INSIGHT WEALTH STRATEGIES, LLC | 2018-04-27 | 2021-11-15 | — |
| OSAIC FA, INC. | 2015-10-02 | 2018-05-09 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-07-29 | 2015-10-13 | — |