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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2024-02-02 |
| GA | RA | APPROVED | 2023-10-02 |
Branch Locations
2325 Lakeview Parkway Suite 174, Alpharetta, GA 30009 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 06/2013 | 11/2017 |
| United Capital Financial Advisers Llc | Newport Beach | CA | 06/2013 | 07/2019 |
| Cetera Adviser Networks Llc | San Diego | CA | 11/2017 | 05/2020 |
| Raymond James Financial Services, Inc | Tampa | FL | 05/2020 | 09/2023 |
| Lumature Wealth Partners, Llc | Alpharetta | GA | 05/2020 | Present |
| Goldman Sachs | New York | NY | 07/2019 | 05/2020 |
| Concurrent Investment Advisors Llc | Tampa | FL | 09/2023 | Present |
1. Concurrent dba Lumature Wealth Parners LLC. Investment Related. At the registered location. Independent RIA. Advisor. IAR. 06/2020. 160 Hours/ month. 160 trading hours/ month. Financial Advisor. 2. Fixed Insurance. Investment Related. At the Registered Location. Non-variable Insurance. Agent. 06/2020.2-10 Hours per month. 2-10 Hours per month during trading hours. Life Insurance Agent. 3. Pinewood Preparatory. Investment Related. 1114 Orangeburg Rd, Summerville, SC, 29483, United States. Non-profit. Finance/Investment Committee Member. Committee Member. 06/2020. 2-10Hours. 0-1 per month devoted during trading hours. Review Budgets and report to the Board. 4. Lumature Watson, LLC. Not Investment Related. 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. Holding company. Owner. Owner. 06/2020. 1 hour/ Monthly. 0 hours monthly during training. Admin. 5. Merchant Wealth Partners - Stock Swap. Investment-related. At registered location. Operating LLC. Owner. 07/2025. 0 hrs/month. 0 hrs during trading hrs. No compensation is received, this is an exchange of equity ownership between the registered reps. DBA LLC and Merchant Wealth Partners. No services are conveyed in relation to this activity. 6) Lumature Holdings LLC 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009, LLC holding company, Investment Related, approximately 5% of time during the month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-16 |
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