Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2024-09-23 |
| CO | RA | APPROVED | 2024-03-12 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concurrent Investment Advisors, Llc | Greenwood Village | CO | 02/2022 | Present |
| Concurrent Investment Advisors | Denver | CO | 01/2024 | 07/2024 |
| Unemployed | Denver | CO | 08/2023 | 01/2024 |
| Amg National Trust Bank | Greenwood Village | CO | 11/2019 | 08/2023 |
| Level 3/ Centurylink | Broomfield | CO | 05/2017 | 08/2019 |
| Student | Na | CO | 03/2014 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2024 | Present |
1) Concurrent Investment Advisors d/b/a Legacy Private Wealth Partners, LLC. Investment Related. At Registered Location. RIA. Financial Planner. Start Date: 07/01/2024. 150 hrs/ month; 130 hrs/ month during trading hours. Provide insurance advice to based on the needs of client(s). 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/01/2024. 5 hrs/ month; all during trading hours. Provide insurance advice to based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
Reach out to this advisor