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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
| GA | RA | APPROVED | 2023-10-02 |
Branch Locations
2325 Lakeview Pkwy Suite 175, Alpharetta, GA 31719 • 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 |
|---|---|---|---|---|
| Girard Securities, Inc. | Alpharetta | CA | 07/2014 | 10/2017 |
| Cetera | Alpharetta | GA | 11/2017 | 06/2020 |
| Raymond James Financial Services, Inc. | Alpharetta | GA | 06/2020 | 09/2023 |
| Lumature Wealth Partners, Llc | Alpharetta | GA | 06/2020 | 09/2023 |
| United Capital Financial Advisers | Alpharetta | GA | 09/2014 | 12/2016 |
| United Capital Financial Advisers | Alpharetta | GA | 01/2016 | 07/2019 |
| Ucfa, A Goldman Sachs Company | Alpharetta | GA | 07/2019 | 06/2020 |
| Concurrent Investment Advisors Dba Lumature Wealth Partners, Llc | Alpharetta | GA | 06/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2023 | Present |
1) Concurrent Investment Advisors DBA Lumature Wealth Partners, LLC. Investment Related: Yes. Address: 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. Non-variable Insurance. Advisor. Start Date: 06/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10. Financial Planning. 2) Fixed Insurance. investment related. Registered Location. Insurance Sales. Insurance Agent, started 06/2020. 4 hrs mo devoted. 4 hrs mo devoted during trading. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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