Kelly Manning Rodriguez is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-10-02 | present | Yes |
| LUMATURE WEALTH PARTNERS, LLC | 2020-06-04 | 2023-11-16 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2018-09-27 | 2020-06-27 | — |
| APRIO WEALTH MANAGEMENT, LLC | 2017-05-08 | 2018-09-19 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2015-08-18 | 2017-05-02 | — |