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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-03 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5445 Dtc Parkway Suite 1100, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Park University | Chicago | IL | 02/2018 | 03/2020 |
| Covenant Point Bible Camp | Iron River | MI | 06/2020 | 08/2021 |
| Coyote Logistics | Chicago | IL | 09/2021 | 04/2023 |
| Holly Hunt Inc. | Chicago | IL | 05/2023 | 06/2025 |
| Legacy Private Wealth Partners | Greenwood Village | CO | 06/2025 | Present |
| Concurrent Investment Advisors, Llc | Greenwood Village | CO | 07/2026 | Present |
| Unemployed | Centennial | CO | 06/2016 | 01/2018 |
Legacy Private Wealth Partners; Investment Related; 5445 DTC Parkway, Ste 1100, Greenwood Village, CO 80111; Support Company; Non Owner; Paraplanner; 06/2025; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services are conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
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