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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-22 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5445 Dtc Parkway Suite 100, Greenwood Village, CO 80111 • 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 | 03/2022 | 04/2022 |
| Raymond James Financial Services, Inc | Greenwood Village | CO | 05/2022 | 04/2023 |
| Sierra Nevada Corporation | Englewood | CO | 05/2020 | 03/2022 |
| Unemployed | Parker | CO | 04/2020 | 05/2020 |
| Full Time Student | Phoenix | AZ | 08/2019 | 04/2020 |
| Raytheon Missile Systems | Tucson | AR | 04/2019 | 08/2019 |
| Full Time Student | Phoenix | AZ | 08/2018 | 04/2019 |
| Anglers Accessories | Centennial | CO | 04/2018 | 08/2018 |
| Full Time Student | Phoenix | AZ | 08/2017 | 04/2018 |
| Camp Timberline | Estes Park | CO | 04/2017 | 08/2017 |
| Full Time Student | Phoenix | AZ | 08/2016 | 04/2017 |
| Concurrent Investment Advisors Dba Legacy Private Wealth Partner | Greenwood Village | CO | 04/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | 02/2025 |
| Legacy Private Wealth Partners | Greenwood Village | CO | 04/2022 | Present |
| Concurrent Investment Advisors, Llc | Greenwood Village | CO | 05/2023 | Present |
1) Concurrent Investment Advisors dba Legacy Private Wealth Partners. Investment-Related. At registered locations. RIA. Financial Advisor. Start: 05/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
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