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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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