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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 |
|---|---|---|---|---|
| Grand Canyon Education | Phoenix | AZ | 08/2019 | 01/2026 |
| Legacy Private Wealth Partners | Greenwood Village | CO | 01/2026 | Present |
| Concurrent Investment Advisors, Llc | Greenwood Village | CO | 07/2026 | Present |
| Grand Canyon University Antelope Reception Center | Phoenix | AZ | 10/2016 | 04/2019 |
| Camp Timberline | Fort Collins | CO | 05/2017 | 08/2019 |
Legacy Private Wealth Partner; Investment Related? Yes; 5445 DTC Parkway, Suite 1100, Greenwood Village, CO 80111; Support Company/DBA; Non Owner; Client Service/Para-Planner Associate; 01/2026; 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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