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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED_RES | 2026-05-08 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1442 Market Street Suite 205, Denver, CO 80202 • 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 |
|---|---|---|---|---|
| Tiaa | Denver | CO | 04/2015 | 04/2022 |
| Tiaa-Cref Individual & Institutional Services Llc | Denver | CO | 04/2015 | 03/2022 |
| Raymond James & Associates, Inc. | Boulder | CO | 04/2022 | 04/2026 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 05/2026 | Present |
| Tavo Wealth | Denver | CO | 05/2026 | Present |
TAVO Wealth; Investment Related: Yes; 100 Saint Paul St, Denver CO 80206; Support Company/DBA; Owner/Wealth Advisor; 04/01/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration will be conducted. TAVO Wealth Holdings, LLC; Investment Related: Yes; 1442 Market Street, Ste 205, Denver, CO 80202; Support Company; Owner; 05/2026; 0 hrs/mo; Support company for business administration Canine Partners of the Rockies; Investment Related; No; 651 Potomac St, Ste E, Aurora, CO 80011; Non-Profit; Finance Committee Member; 10/2025; 2 hrs/mo, 0 hrs/trading hrs; Finance Committee member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-04 |
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