Best Investors Account Sign in
Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-22
TX RA APPROVED_RES 2025-01-21
  • CO RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED_RES
    Since 2025-01-21

Branch Locations

12245 N. Pecos Street Unit 100, Westminster, CO 80234 • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 06/2008 01/2025
Cambridge Investment Research Advisors, Inc Fairfield IA 06/2008 01/2025
Valenta Capital Management, Inc Westminster CO 01/1998 Present
Concurrent Investment Advisors, Llc Westminster CO 01/2025 Present
Previous Registrations
  • 2008-06-19 → 2025-01-29
    Littleton, CO
    Littleton, CO
    Northglenn, CO
    Westminister, CO
  • 2007-02-28 → 2009-06-23
    Valenta Capital Management, Inc.
    Denver, CO
  • 2003-12-02 → 2008-07-09
    Rmin Securities, Inc.
    Denver, CO
    Denver, CO
Other Businesses

1) Valenta Capital Management, LLC - Inv Rel: Yes -12245 North Pecos Street Suite 100 Westminster, CO 80234 , DBA Support Company - Owner. 1/20/2025 - 160 Hours a month - DBA for Advisory Business. 2) VCM Partners, LLC -Inv Related: No - 12245 North Pecos Street Suites 4-5 Westminster, CO, Office Building owner, 08/2020. 2 hours a month, 0/Trading 3) Real Estate Rental Properties (2) Inv Related: No - Address: Memphis, TN. Rental Properties - 1/20/2025 - 1 Hour a month 0 Hours during trading. - Ownership of 2 rental properties in Memphis, TN. 4) Fixed Insurance - Investment Related: Yes - 12245 North Pecos Street Suite 100 Westminster, CO 80234 - Independent Insurance Sales - Agent - 1/20/2025 - 5 Hrs a month 2 Hours during trading. - Independent Insurance Agent that sells traditional and fixed insurance. 5) Valenta Capital Holdings, LLC Investment Related Located at 12245 N. Pecos Street, Unit 100 Westminster CO 80234. Owner. 1 hour per month during business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-25
S63 Uniform Securities Agent State Law Examination 2003-05-01
  • S65 Uniform Investment Adviser Law Examination
    2003-08-25
  • S63 Uniform Securities Agent State Law Examination
    2003-05-01
Other Names
  • Mike Valenta

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westminster, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor