Anthony Paul is a registered investment advisor, based in Greenwood Village, CO, with 27 years of industry experience.
Location
55251 DTC Parkway, Suite #700, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a passive investor in Concurrent Partners 1 and owns HG + CA LLC, a support company. He also owns PropelCreative Enterprises LLC, a marketing company, and is a financial advisor at Concurrent Investment Advisors, LLC. Finally, Anthony is the CEO of Milgauss, LLC, a health care conference, and sells fixed insurance products, dedicating minimal time to each.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations14 states
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