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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2023-06-19 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5445 Dtc Parkway Suite 100, Greenwood Village, CO 80111 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Greenwood Village | CO | 11/2009 | 10/2017 |
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 10/2017 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | Greenwood Village | CO | 10/2017 | 05/2023 |
| Concurrent Investment Advisors Dba Legacy Private Wealth Ptr | Greenwood Village | CO | 01/2021 | Present |
| Schwartz Mabry Private Wealth Advisory, Llc/Dba Le | Greenwood Village | CO | 09/2009 | 05/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | 02/2025 |
1) Concurrent Investment Advisors LLC Legacy Private Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2021. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 01/2021. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Schwartz Mabry Private Wealth Advisory LLC. Not investment-related. At registered location. Operating company for partnership. Fees commissions received as individuals are deposited to the entity and then the expenses are paid. Managing Partner. Start: 11/2009. 3-5 hr/month; none during trading hours. Paying expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-30 |
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