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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-02 |
Branch Locations
2325 Lakeview Parkway Suite 175, Alpharetta, GA 30009 • 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 Advisors, Llc | Thomasville | GA | 06/2016 | 10/2016 |
| Investment Professionals, Inc. | San Antonio | TX | 11/2016 | 09/2018 |
| Ameriprise Financial Services, Inc. | Thomasville | GA | 09/2018 | 06/2022 |
| Raymond James Financial Services, Inc | Alpharetta | GA | 06/2022 | 09/2023 |
| Lumature Wealth Partners, Llc | Alpharetta | GA | 06/2022 | Present |
| Concurrent Investment Advisors Llc | Alpharetta | GA | 09/2023 | Present |
| Ameriprise Financial Services, Llc | Thomasville | GA | 09/2018 | 05/2022 |
| Investment Professionals, Inc. | Thomasville | GA | 10/2016 | 09/2018 |
Lumature Wealth Partners, LLC - 06/2022 - Alpharetta, GA - Investment related - DBA Support Company - 160/132hrs per month - Employee/Admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-16 |
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