Daniel Sean O'neill

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	2024-01-17
TX	RA	APPROVED	2024-01-17

CO RA
APPROVED

Since 2024-01-17
TX RA
APPROVED

Since 2024-01-17

Branch Locations

5445 Dtc Parkway Suite 1100, Greenwood Village, CO 80111 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
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
Raymond James Financial Services	Englewood	CO	09/2007	01/2024
Raymond James Financial Services Advisors, Inc	Englewood	CO	01/2009	01/2024
Concurrent Investment Advisors Dba Legacy Private Wealth Partner	Greenwood Village	CO	01/2024	Present
Raymond James Financial Services, Inc	St Petersburg	FL	09/2007	01/2024
Purshe Kaplan Sterling Investments	Albany	NY	01/2024	Present

09/2007 → 01/2024

Raymond James Financial Services

Englewood, CO
01/2009 → 01/2024

Raymond James Financial Services Advisors, Inc

Englewood, CO
01/2024 → Present

Concurrent Investment Advisors Dba Legacy Private Wealth Partner

Greenwood Village, CO
09/2007 → 01/2024

Raymond James Financial Services, Inc

St Petersburg, FL
01/2024 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2009-01-02 → 2024-01-17

Raymond James Financial Services Advisors, Inc

Englewood, CO

Englewood, CO
2007-09-17 → 2009-01-02

Raymond James Financial Services, Inc.

Englewood, CO
2002-09-10 → 2007-09-25

Lpl Financial Llc

Highlands Ranch, CO

Highlands Ranch, CO
2003-06-20 → 2004-09-27

Peak Capital Investment Services,Llc

Highlands Ranch, CO
2001-06-21 → 2002-09-18

Valic Financial Advisors, Inc.

Lakewood, CO

Other Businesses

1) O'Neil Financial Management. Not Investment Related. 10631 Montecito Drive Lone Tree, CO 80124. Support Company. Owner, 9/22/2022. Hrs/month 0 all during trading hours. S Corp for my business as an independent contractor. 2) Concurrent Investment Advisors DBA Legacy Private Wealth Partners. Investment Related. At registered location. RIA. Financial Advisor / IAR. 1/17/2024. Hrs/month 160 with 120 during trading hours. Financial advisor. 3) Fixed Insurance. Investment related. At registered location. Fixed/Traditional Insurance. Agent. 01.17.2024. Hrs/month 1 all during trading hours. Sales of fixed/traditional insurance products. 4) PKSF. Investment related. At registered location. Fixed/Traditional Insurance. Agent. 01/17/2024. Hrs/month 1 all during trading hours. Sales of fixed/traditional insurance products. 5) Summit and Stay LLC. Not Investment Related. Lone Tree, CO. Rental Real Estate. Co-Owner. 08/2026. Hrs/month 1 none during trading hours. Rental home.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-09-01
S63	Uniform Securities Agent State Law Examination	1999-11-05

S65 Uniform Investment Adviser Law Examination

2000-09-01
S63 Uniform Securities Agent State Law Examination

1999-11-05

Designations

Other Names

Sean Oneill

View on SEC IAPD