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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 Ste. 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 |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 07/2013 | 11/2017 |
| Cetera Advisor Networks Llc | Denver | CO | 11/2017 | 06/2020 |
| Raymond James Financial Services, Inc. | Alpharetta | GA | 06/2020 | 09/2023 |
| Lumature Wealth Partners, Llc | Alpharetta | GA | 06/2020 | Present |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 06/2013 | 06/2020 |
| United Capital | Alpharetta | GA | 06/2013 | 06/2020 |
| United Capital | Alpharetta | GA | 06/2020 | 09/2023 |
| Concurrent Investment Advisors Llc | Alpharetta | GA | 09/2023 | Present |
Lumature Wealth Partners LLC Address: 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009, United States Activity Type: DBA Position/Title: Advisor Investment Related: Yes Start Date: 06/01/2020Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-03 |
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