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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-02 |
| GA | RA | APPROVED | 2023-10-02 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2325 Lakeview Parkway Ste 175, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities Inc. | Alpharetta | GA | 05/2014 | 04/2017 |
| Aprio Wealth Management, Llc | Sandy Springs | GA | 04/2017 | 09/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2018 | 06/2020 |
| Cetera Adviser Networks Llc | Denver | CO | 09/2018 | 06/2020 |
| United Capital Financial Advisers | Alpharetta | GA | 09/2018 | 07/2019 |
| Raymond James Financial Services, Inc. | Alpharetta | GA | 06/2020 | 09/2023 |
| Concurrent Investment Advisors Dba Lumature Wealth Partners, Llc | Alpharetta | GA | 06/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2023 | Present |
| Goldman Sachs | Alpharetta | GA | 07/2019 | 06/2020 |
| United Capital Financial Advisers | Alpharetta | GA | 05/2014 | 09/2023 |
1) Concurrent Investment Advisors DBA Lumature Wealth Partners, LLC. Investment Related: Yes. 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. Independent RIA. Advisor. Start Date: 06/01/2020. Hours per month devoted to this business: 81+ / Hours per month devoted to this business during trading hours: 81+ / Description of duties: financial planning. 2) Fixed Insurance. Investment Related: Yes. 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. Fixed/ Traditional Insurance. Agent. 9/29/22023. Hrs per month 10 all during trading hrs. Sales of Fixed / Traditional Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-23 |
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