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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| CO | RA | APPROVED | 2023-05-17 |
Branch Locations
5251 Dtc Parkway Suite 700, Greenwood Village, CO 80111 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Greenwood Village | CO | 10/2008 | 11/2017 |
| Raymond James Financial Services, Inc | Greenwood Village | CO | 11/2017 | 05/2023 |
| Hg & Ca, Llc | Greenwood Village | CO | 01/2021 | Present |
| Concurrent Investment Advisors Llc Dba The Hamilton Group | Greenwood Village | CO | 11/2017 | Present |
| Purshe Kaplan Sterling Investment Company | Albany | NY | 05/2023 | Present |
(1) Concurrent Partners 1. Investment Related. 5251 DTC Pkwy Ste 700, Greenwood Village, CO, 80111-2736. Personal/Private Investment. Managing Director. 02/05/2021.Hrs/month 0-1 all during trading hours. Passive Investor. (2) HG + CA, LLC. Not Investment Related. 5251 DTC Parkway Ste. 700, Greenwood Village, CO, 80111. Support Company - Owner. Other. 01/21/2021. Hrs/month 2-10 with 0-1 during trading hours. Maintaining administrative needs for the DBA. Partnership between Hamilton Group and Concurrent Advisors. (3)The Hamilton Group. Not Investment Related. 5251 DTC Parkway Suite 700, Greenwood Village, CO, 80111. Business Owner. Partner. 11/02/2017.Hrs/month 2-10 with 0-1 during trading hours. Maintaining administrative needs for the DBA. I.E paying bills etc. (4) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 5/17/2023. Hrs/month 10 all during trading hours. Sales of fixed / traditional insurance products. (5) Concurrent Investment Advisors DBA The Hamilton Group. Investment Related. At registered location. RIA. Investment Advisor. 5/17/2023. Hrs/month 160 all during trading hours. Provide financial advice. (6) Hamilton Group Advisors, LLC 5251 DTC Parkway Suite 700, Greenwood Village, CO, 80111. Investment Related. Partner. Support Company Less than 5% time monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-14 |
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