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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-21 |
| CO | RA | APPROVED | 2023-05-19 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5445 Dtc Parkway Suite 100, Greenwood Village, CO 80111 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Greenwood Village | CO | 11/2009 | 10/2017 |
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 10/2017 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | Greenwood Village | CO | 10/2017 | 05/2023 |
| Schwartz Mabry Private Wealth Advisory, Llc | Greenwood Village | CO | 11/2009 | 05/2023 |
| Concurrent Investment Advisors Llc | Greenwood Village | CO | 05/2023 | Present |
| Legacy Private Wealth Partners | Greenwood Village | CO | 01/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1) Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners, LLC \ Investment Related - Yes \ At registered location \ RIA \ Financial Advisor \ 5/19/2023 \ Fulltime \ During all US NYSE trading hours \ Independent Financial Advisor \ 2) Concurrent Partners 1 \ Investment Related - No \ At registered location \ Holding Company \ Investor \ 2/5/2021 \ 0-1 Hrs \ 0-1 hours during US NYSE trading hours \ Investment into Concurrent RIA for passthrough ownership \ 3) Fixed Insurance/Annuity \ Investment Related - Yes \ At registered location \ Fixed Insurance/Annuity \ Agent \ 5/19/2023 \ 2 hrs \ 2 Hrs During US NYSE trading hours \ Provide insurance advice based on the needs of client(s). \ 4) Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; At registered Location; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; \ 5) Schwartz Mabry Private Wealth Advisory, LLC \ investment Related - Yes \ At Registered Location \ Support Company \ Managing Director \ 11/3/2009 \ 3-5 hrs \ 0 hours \ Paying Expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-01 |
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