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Concurrent Investment Advisors, LLC CRD 323135
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
| CO | RA | APPROVED | 2023-05-17 |
Branch Locations
5251 Dtc Pkwy #700, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Greenwood Village | CO | 01/2022 | 02/2022 |
| Larraz Building Excellence | Denver | CO | 10/2019 | 01/2022 |
| Movemasters Denver | Denver | CO | 06/2017 | 09/2019 |
| Waterway Carwash | Denver | CO | 05/2016 | 11/2016 |
| Raymond James Financial Services, Inc | Greenwood Village | CO | 02/2022 | 05/2023 |
| Unemployed | Denver | CO | 12/2016 | 06/2017 |
| The Hamilton Group | Denver | CO | 01/2022 | 02/2022 |
| Concurrent Investment Advisors, Llc Dba The Hamilton Group | Greenwood Village | CO | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1) Concurrent Investment Advisors, LLC dba The Hamilton Group. Investment-Related. At registered location. RIA. Client Services. Start: 05/2023. 160 hr/month; all during trading hours. Investment research and consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
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