Andrew Ross Ramsey

Current Employers

Employment History

• 07/2013 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 11/2017 → 06/2020
  Cetera Advisor Networks Llc
  Denver, CO
• 06/2020 → 09/2023
  Raymond James Financial Services, Inc.
  Alpharetta, GA
• 06/2020 → Present
  Lumature Wealth Partners, Llc
  Alpharetta, GA
• 06/2020 → 09/2023
  Raymond James Financial Services, Inc.
  Alpharetta, GA
• 07/2019 → 06/2020
  Goldman Sachs
  Alpharetta, GA
• 11/2017 → 05/2020
  Ceter Adviser Networks Llc
  Alpharetta, GA
• 06/2013 → 07/2019
  United Capital Financial Advisers
  Alpharetta, GA
• 06/2013 → 11/2017
  Girard Securities
  Alpharetta, GA
• 09/2023 → 11/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2023 → Present
  Concurrent Investment Advisors
  Tampa, FL

Previous Registrations

• 2020-06-04 → 2023-11-16
  Lumature Wealth Partners, Llc
  Alpharetta, GA
• 2013-06-17 → 2020-06-27
  United Capital Financial Advisors
  Alpharetta, GA
  Roswell, GA
• 2017-11-01 → 2017-11-29
  Cetera Wealth Services, Llc
  Alpharetta, GA
• 2013-06-17 → 2017-11-01
  Girard Securities, Inc.
  San Diego, CA
  Alpharetta, GA
• 2007-11-07 → 2013-10-04
  Professional Advisory Resources, Llc
  Roswell, GA

Other Businesses

1) Concurrent Investment Advisors DBA Lumature Wealth Partners, LLC. Investment Related. 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. RIA. Advisors/Owner/Proprietor/Partner. 06/01/2020. Hrs/month 81+ all during trading hours. Financial guidance and portfolio management. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 9/29/2023. Hrs/month 10 all during trading hours. Sales of fixed/traditional insurance products. 3) Fellowship Endowment Committee. Not investment Related. 10965 Woodstock Rd., Roswell, GA 30075. Committee member/Endowment Committee Chair. Monitoring of operational guidelines of spending of the 403B. 10/1/2022. 2 hours per month. 0 hours during trading hours. Monitoring of operational guidelines of spending of the 403B, no access or control of actual funds. Make sure school utilizes funds raised for donor's wishes and school's charter. 4) Lumature Ramsey, LLC (holding Co.). Not Investment Related. 2325 Lakeview Pkwy, Ste. 175, Alpharetta, GA 30009. Owner, Holding Co. only, 06/03/2020 start date, 0 hours per month, 0 hours during trading, Holding Company for RIA revenue. 5) The Kings Academy; Not Investment Related; 471 Arnold Mill Road Woodstock, GA 30188; Non Profit Organization; Committee Member - Advancement Committee; 1/15/2024; 1 hr during trading; Assist in fundraising activities to build an athletic field. No access or control of funds. 6) Lumature Holdings LLC (address), LLC holding company, Investment Related, approximately 5% of time during the month

Exams

• S66 Uniform Combined State Law Examination
  2003-11-17
• S63 Uniform Securities Agent State Law Examination
  1994-06-03

Designations

Other Names

• Ross Ramsey