Anthony Donald Paul

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → 05/2023
  Raymond James Financial Advisor, Inc
  Greenwood Village, CO
• 11/2017 → Present
  Concurrent Investment Advisors Llc Dba The Hamilton Group
  Greenwood Village, CO
• 08/2019 → Present
  Propel Creative Enterprises Llc
  Castle Rock, CO
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-11-02 → 2023-05-26
  Raymond James Financial Services Advisors, Inc
  Greenwood Village, CO
  Greenwood Village, CO
• 2009-06-01 → 2017-11-06
  Morgan Stanley
  Greenwood Village, CO
• 2008-10-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Englewood, CO
• 2006-07-14 → 2008-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
• 2000-08-18 → 2006-07-21
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO

Other Businesses

(1)Name of Business: Concurrent Partners 1 Address: 5251 DTC Pkwy Ste 700, Greenwood Village, CO, 80111-2736, United States Activity Type: Personal/Private Investment. Position/Title: Investment Related: Yes Start Date: 02/05/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1Description of duties: Passive investor (2)Name of Business: HG + CA LLC Address: 5251 Dtc Pkwy Ste 700, Greenwood Village, CO, 80111, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintaining administrative needs for the DBA. Partnership between Hamilton Group & Concurrent advisors (3)Name of Business: PROPELCREATIVE ENTERPRISES LLC Address: 10076 Glenayre Court, Parker, CO, 80134, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/2008 Hours per month devoted to this business: 5-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Propel is a marketing company for the book I wrote. (4)Name of Business: Concurrent Investment Advisors, LLC dba The Hamilton Group. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2017. 160 hrs/month; all during trading hours. Provide advice to clients. 5) Milgauss, LLC. Not investment-related. Located at 10076 Glenayre Court, Parker, CO 80134. Health Care Conference. CEO. Start: 12/2022. 0 hr/month. Health Care Conference that I have invested in. 6) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 11/2017. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. (7) PHGE, LLC Address: 5251 Dtc Pkwy Ste 700, Greenwood Village, CO, 80111, United States Activity Type: Support Company - Owner Position/Title: Owner Investment Related: No Start Date: 09/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintaining administrative needs for DBA. (8) Hamilton Group Advisors, LLC 5251 Dtc Pkwy Ste 700, Greenwood Village, CO, 80111. Investment Related. Partner. Support Company for personal investment. Less than 5% of time monthly.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-24
• S63 Uniform Securities Agent State Law Examination
  1998-09-18