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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 2026-06-09
  • CO RA
    APPROVED
    Since 2026-06-09

Branch Locations

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

12245 N. Pecos Street Suite 100, Westminster, CO 80234 • 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
Concurrent Investment Advisors, Llc Westminster CO 06/2026 Present
Valenta Capital Management Westminster CO 06/2026 Present
Morgan Stanley New York NY 08/2022 04/2026
Gque Bbq Westminster CO 01/2016 03/2018
Valenta Capital Management Westminster CO 04/2019 08/2019
Weekends Boulder CO 07/2019 03/2022
Fox Sports (Fox Entertainment) Los Angeles CA 06/2020 08/2020
Fox News (Fox Entertainment) New York NY 06/2019 08/2019
Cmv Reselling (Sicilian Cops) Westminster CO 08/2012 06/2022
Student - University Of Colorado: Boulder Boulder CO 08/2018 05/2022
  • 06/2026 → Present
    Westminster, CO
  • 06/2026 → Present
    Valenta Capital Management
    Westminster, CO
  • 08/2022 → 04/2026
    Morgan Stanley
    New York, NY
  • 01/2016 → 03/2018
    Gque Bbq
    Westminster, CO
  • 04/2019 → 08/2019
    Valenta Capital Management
    Westminster, CO
  • 07/2019 → 03/2022
    Weekends
    Boulder, CO
  • 06/2020 → 08/2020
    Fox Sports (Fox Entertainment)
    Los Angeles, CA
  • 06/2019 → 08/2019
    Fox News (Fox Entertainment)
    New York, NY
  • 08/2012 → 06/2022
    Cmv Reselling (Sicilian Cops)
    Westminster, CO
  • 08/2018 → 05/2022
    Student - University Of Colorado: Boulder
    Boulder, CO
Other Businesses

Valenta Capital Management; Investment Related: Yes; 12245 N Pecos St, Suite 100, Westminster, CO 80234; Support Company; Non Owner; Financial Advisor; 06/01/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services and general business administration will be conducted.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-13
  • S63 Uniform Securities Agent State Law Examination
    2022-09-13
Designations
Other Names
  • Max Jamison Valenta
  • Max J Valenta

View on SEC IAPD

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