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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2020 | 03/2021 |
| University Of Colorado | Boulder | CO | 08/2016 | 05/2020 |
| University Of Colorado | Boulder | CO | 08/2017 | 05/2020 |
| Kpa | Lafyette | CO | 05/2019 | 08/2019 |
| University Of Colorado | Boulder | CO | 05/2018 | 08/2018 |
| American Landscape And Design | Parker | CO | 05/2017 | 08/2017 |
| Raymond James Financial Services, Inc | Greenwood Village | CO | 03/2021 | 05/2023 |
| Raymond James Financial Services Advisors, Inc | Greenwood Village | CO | 04/2022 | 05/2023 |
| Concurrent Investment Advisors Dba Legacy Private Wealth Partner | Greenwood Village | CO | 05/2023 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 05/2023 | 02/2025 |
1) Concurrent Investment Advisors dba Legacy Private Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor. Start date: 05/2023. 160 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-08 |
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