Joseph Hewitt is a registered investment advisor, based in Greenwood Village, CO, with 4 years of industry experience.
Location
5251 DTC Pkwy #700, Greenwood Village, CO, 80111
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Regulatory History
Clean regulatory record
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.
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Joseph works for Concurrent Investment Advisors, LLC dba The Hamilton Group as an RIA, focusing on client services, investment research, and consulting. This is a full-time commitment.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2023 - Present · 3 yrs 4 mos
Concurrent Investment Advisors, LLC
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2022 - May 2023 · 1 yr 2 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.