Wendy Anne Kohl is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-04-17 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2018-01-03 | 2023-04-25 | — |