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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-04 |
Branch Locations
12245 North Pecos Street Suite 100, Westminster, CO 80234 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Palm Springs | CA | 07/2013 | 05/2024 |
| Wright One Group - Sproutfitters Revolve Resale | Sanford | FL | 06/2024 | 11/2025 |
| Unemployed | Westminster | CO | 11/2025 | 01/2026 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 01/2026 | Present |
Valenta Capital Management; Investment Related; 1224 North Pecos Street, Ste 100, Westminster CO 80234; Support Company/DBA; 401(k) Retirement Consultant; 01/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory business is conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-09 |
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