LISA ANN RUELA is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-03-28 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2016-03-14 | 2025-04-08 | — |