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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 2026-03-04
  • CO RA
    APPROVED
    Since 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

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
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
  • 07/2013 → 05/2024
    Palm Springs, CA
  • 06/2024 → 11/2025
    Wright One Group - Sproutfitters Revolve Resale
    Sanford, FL
  • 11/2025 → 01/2026
    Unemployed
    Westminster, CO
  • 01/2026 → Present
    Tampa, FL
Previous Registrations
  • 2013-11-12 → 2024-05-03
    Salina, KS
    St Louis, MO
    Overland Park, KS
    Mission, KS
    St Louis, MO
    Mission, KS
    Tacoma, WA
    St Louis, MO
    Mission, KS
    St Louis, MO
    Sioux City, IA
    Belton, TX
    Overland Park, KS
    Eureka Springs, AR
    Millburn, NJ
    La Grange, IL
    Topeka, KS
    St Louis, MO
    Lakewood Ranch, FL
    Vancouver, WA
    Vancouver, WA
    Columbus, MS
    Beaver Dam, WI
    Layton, UT
    Yuba City, CA
    Decatur, TX
    Topeka, KS
    St Louis, MO
    Topeka, KS
    St Louis, MO
    Topeka, KS
    St Louis, MO
    Southlake, TX
    Topeka, KS
    St Louis, MO
    Hot Springs, AR
    Topeka, KS
    St Louis, MO
    Arvada, CO
    Columbia, IL
    Hagerstown, MD
    Winchester, VA
    Glendale, CO
    Topeka, KS
    St Louis, MO
    Boise, ID
    Topeka, KS
    St Louis, MO
    Clifton, TX
    Topeka, KS
    St Louis, MO
    Oregon, IL
    Topeka, KS
    St Louis, MO
    Haskell, TX
    Texarkana, TX
    Topeka, KS
    St Louis, MO
    Topeka, KS
    St Louis, MO
    Shelbyville, IN
    Topeka, KS
    St Louis, MO
    Topeka, KS
    St Louis, MO
    Topeka, KS
    St Louis, MO
    Williamsport, PA
    Albuquerque, KS
    St Louis, MO
    Palm Beach Gardens, FL
    Topeka, KS
    Golden Valley, MN
    St Louis, MO
    Topeka, KS
    St Louis, MO
    Stockton, CA
    New Ulm, MN
    Wheaton, IL
    Leesburg, FL
    Topeka, KS
    St Louis, MO
    Viroqua, WI
    Healdsburg, CA
    Topeka, KS
    St Louis, MO
    Brecksville, OH
    Topeka, KS
    St Louis, MO
    Jacksonville, FL
    St Louis, MO
    Ft Lauderdale, FL
    Wellington, FL
    Palm Springs, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-09
  • S66 Uniform Combined State Law Examination
    2013-11-09

View on SEC IAPD

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