Trent David Culver

Current Employers

Concurrent Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-20

CO RA
APPROVED

Since 2025-10-20

Branch Locations

5445 Dtc Parkway Suite 1100, Greenwood Village, CO 80111 • 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

Organization	City	State	From	To
Trent Culver Sole Proprietor	Lafayette	CO	11/1992	Present
Epiqwest Financial Corporation	Lafayette	CO	10/2004	01/2020
Epiqwest Investment Corporation	Lafayette	CO	07/2007	12/2020
American Portfolios Financial Services, Inc.	Lafayette	CO	05/2013	10/2018
Legacy Private Wealth Partners	Longmont	CO	10/2025	Present
Epiqwest Culver Wealth Advisors Llc	Broomfield	CO	01/2020	10/2025
Asset Exchange	Broomfield	CO	10/2016	10/2025
Concurrent Investment Advisors, Llc	Greenwood Village	CO	10/2025	Present
Culver Investment Company Llc	Greenwood Village	CO	10/2025	Present

11/1992 → Present

Trent Culver Sole Proprietor

Lafayette, CO
10/2004 → 01/2020

Epiqwest Financial Corporation

Lafayette, CO
07/2007 → 12/2020

Epiqwest Investment Corporation

Lafayette, CO
05/2013 → 10/2018

American Portfolios Financial Services, Inc.

Lafayette, CO
10/2025 → Present

Legacy Private Wealth Partners

Longmont, CO
01/2020 → 10/2025

Epiqwest Culver Wealth Advisors Llc

Broomfield, CO
10/2016 → 10/2025

Asset Exchange

Broomfield, CO
10/2025 → Present

Concurrent Investment Advisors, Llc

Greenwood Village, CO
10/2025 → Present

Culver Investment Company Llc

Greenwood Village, CO

Previous Registrations

2020-06-15 → 2025-10-22

Cohesion Wealth Management, Llc

Broomfield, CO

Broomfield, CO
2008-03-10 → 2020-12-14

Epiqwest Investment Corporation

Lafayette, CO

Broomfield, CO
2009-09-22 → 2011-06-13

Mcl Financial Group, Inc.

Santa Ana, CA

Lafayette, CO

Santa Ana, CA
2005-01-31 → 2010-12-31

Epiqwest Financial Coporation

Erie, CO
2000-07-27 → 2005-02-04

Culver And Company, Inc.

Broomfield, CO
2003-01-27 → 2005-02-04

Culver Investment Company, Llc

Broomfield, CO
2002-08-12 → 2002-12-31

Culver And Company, Inc.

Boulder, CO

Other Businesses

1) Trent Culver Sole Proprietor- Not Investment Related - Located At: 2590 Trailridge Dr. E 101 Lafayette, CO 80023 - INSURANCE SALES, FIXED LIFE, DISABILITY, LONG TERM CARE AND ANNUITY SALES -100% ownership stake, President Since October of 2004 - 40 Hours/Month - 40 Hours/Securities Trading Hours/Month 2) Insurance sales that are in connection to financial planning and most of the clients are also clients of my investment advisory firm 3) Trent Culver is the owner of Culver Investment Company, LLC, a support company in which production from advisory business is credited. 4) Trent Culver is a Financial Advisor for Legacy Private Wealth Partners, a DBA under which name advisory business is conducted. 5) Epiqwest Financial Holdings, LLC. Investment Related. 360 Interlocken Blvd, Suite 104, Broomfield, CO 80021. Less than1% of hours/month during business hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-10-22

S66 Uniform Combined State Law Examination

1999-10-22

Designations

Other Names

Trent D Culver

View on SEC IAPD