Mark Patrick Culver

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-21

CO RA
APPROVED

Since 2025-10-21

Branch Locations

Longmont, CO • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Culver Investment Company, Llc	Longmont	CO	09/1997	Present
Culver Retirement Plan Services, Inc.	Boulder	CO	06/1995	12/2024
Epiqwest Culver Wealth Advisors Llc	Broomfield	CO	06/2020	10/2025
Concurrent Investment Advisors	Longmont	CO	10/2025	Present
Legacy Private Wealth Partners	Longmont	CO	10/2025	Present

09/1997 → Present

Culver Investment Company, Llc

Longmont, CO
06/1995 → 12/2024

Culver Retirement Plan Services, Inc.

Boulder, CO
06/2020 → 10/2025

Epiqwest Culver Wealth Advisors Llc

Broomfield, CO
10/2025 → Present

Concurrent Investment Advisors

Longmont, CO
10/2025 → Present

Legacy Private Wealth Partners

Longmont, CO

Previous Registrations

2020-06-15 → 2025-10-22

Cohesion Wealth Management, Llc

Broomfield, CO

Broomfield, CO
2000-07-25 → 2020-12-14

Culver Investment Company, Llc

Broomfield, CO
2000-07-27 → 2005-12-12

Culver And Company, Inc.
2002-08-12 → 2002-12-31

Culver And Company, Inc.

Boulder, CO
2000-07-25 → 2002-12-31

Culver Investment Company, Llc

Boulder, CO

Other Businesses

Culver Investment Company, LLC; Not Investment Related; 339 Lincoln St, Longmont CO, 80501; Support Company; Owner; 09/1997; 5 hrs/mo; 0 trading hrs/mo; Support company in which production from advisory business is credited. Legacy Private Wealth Partners; Investment Related; 339 Lincoln St, Longmont CO, 80501; DBA; Financial Advisor; 10/15/2025; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory business is conducted.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-08
S63	Uniform Securities Agent State Law Examination	1990-10-22

S65 Uniform Investment Adviser Law Examination

1999-12-08
S63 Uniform Securities Agent State Law Examination

1990-10-22

View on SEC IAPD