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Colin John Clarkson

Concurrent Investment Advisors, LLC

Tampa, FL

Alpharetta, GA

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Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-10-11
  • GA RA
    APPROVED
    Since 2023-10-11

Branch Locations

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

2325 Lakeview Parkway Suite 175, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lumature Wealth Partners Alpharetta GA 08/2021 Present
School Jackson GA 02/2005 08/2021
Raymond James Financial Services Inc Alpharetta GA 11/2022 09/2023
Concurrent Investment Advisors Llc Tampa FL 09/2023 Present
Lumature Wealth Partners Alpharetta GA 08/2021 09/2023
Student Jackson GA 09/2012 07/2021
  • 08/2021 → Present
    Lumature Wealth Partners
    Alpharetta, GA
  • 02/2005 → 08/2021
    School
    Jackson, GA
  • 11/2022 → 09/2023
    Raymond James Financial Services Inc
    Alpharetta, GA
  • 09/2023 → Present
    Concurrent Investment Advisors Llc
    Tampa, FL
  • 08/2021 → 09/2023
    Lumature Wealth Partners
    Alpharetta, GA
  • 09/2012 → 07/2021
    Student
    Jackson, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29
Other Names
  • Cj Clarkson
  • Colin John Clarskon
  • Colin Clarkson

View on SEC IAPD

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