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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-13
  • CO RA
    APPROVED
    Since 2023-11-13

Branch Locations

618 Macon Ave., Cañon City, CO 81212 • 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
OrganizationCityStateFromTo
Black Creek Group Denver CO 07/2012 08/2018
Raymond James Financail Services, Inc Canon City CO 09/2018 11/2023
Raymond James Financial Services Advisors Inc. Canon City CO 09/2018 11/2023
Concurrent Investment Advisors Llc Cañon City CO 11/2023 Present
Maverick Wealth Advisors Canon City CO 11/2023 Present
Canon City Financial Services Cañon City CO 09/2018 11/2023
  • 07/2012 → 08/2018
    Black Creek Group
    Denver, CO
  • 09/2018 → 11/2023
    Raymond James Financail Services, Inc
    Canon City, CO
  • 09/2018 → 11/2023
    Canon City, CO
  • 11/2023 → Present
    Cañon City, CO
  • 11/2023 → Present
    Maverick Wealth Advisors
    Canon City, CO
  • 09/2018 → 11/2023
    Canon City Financial Services
    Cañon City, CO
Previous Registrations
Other Businesses

(1) Name of Business: Canon City Area Recreation and Park District Address: 575 Ash St. Canon City, CO 81212 Nature of Business: Recreation & Park District Position: Treasurer Investment Related: No Start date: 05/09/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 (2) Andrew Michael Palmasano is an associate at Maverick Wealth Advisors. (3) Fixed Insurance. Investment Related. 618 Macon Ave, Canon City, CO 81212. Independent Insurance Agency. Agent. Fixed/traditional insurance. 11/15/2023. Approximately 1 hour/month all during trading hours. Provide insurance advice based on the needs of clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-08
S63 Uniform Securities Agent State Law Examination 2007-12-20
  • S65 Uniform Investment Adviser Law Examination
    2018-11-08
  • S63 Uniform Securities Agent State Law Examination
    2007-12-20
Other Names
  • Andrew Michael Palmasano
  • Andrew Michael Palmasano

View on SEC IAPD

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