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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 Parkway Suite 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 |
|---|---|---|---|---|
| Suntrust Private Wealth | Atlanta | GA | 01/2014 | 01/2019 |
| Cetera Advisor Networks Llc | Alpharetta | GA | 01/2019 | 06/2020 |
| Lumature Wealth Partners, Llc | Alpharetta | GA | 06/2020 | Present |
| Raymond James Financial Services, Inc. | Alpharetta | GA | 06/2020 | 09/2023 |
| United Capital Financial Advisers, Llc | Newport Beach, Ca | CA | 01/2019 | 06/2020 |
| Concurrent Investment Advisors Llc | Alpharetta | GA | 09/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2023 | Present |
1) Holy Innocents Touchdown Club Address: 3176 Windsor Lake Drive, Brookhaven, GA, 30319, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member of Booster Club (2)Concurrent Investment Advisors DBA Lumature Wealth Partners LLC Address: 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes 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: FA (3) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. Hrs/month 10 all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
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