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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-02 |
| CO | RA | APPROVED | 2023-05-19 |
Branch Locations
9475 Briar Village Pt. Ste 316, Colorado Springs, CO 80920 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 11/2016 | 06/2021 |
| Raymond James Financial Services, Inc. | Greenwood Village | CO | 06/2021 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | Greenwood Village | CO | 06/2021 | 05/2023 |
| Concurrent Inv Advisors Dba Legacy Private Wealth Partners | Colorado Springs | CO | 05/2023 | Present |
| Wells Fargo Advisors Llc | Colorado Springs | CO | 05/2009 | 11/2016 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | 02/2025 |
1. Concurrent Investment Advisors dba Legacy Private Wealth Partners LLC. Investment Related. 9475 Briar Village Point, Colorado Springs, Colorado. RIA. Investment Advisor through outside RIA. Financial Advisor. 5/17/2023. 160 hours/month all during trading hours. 2. Colorado Health Network. Not Investment Related. 6260 East Colfax, Denver, Colorado. Charitable or Non-Profit Organization. Advisory Board Officer - President. 5/15/2007. 2-10 hours/month with 0-1 during trading hours. Run mettings, review CEO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
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