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Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-06
TX RA APPROVED_RES 2024-02-02
GA RA APPROVED 2023-10-02
  • SC RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED_RES
    Since 2024-02-02
  • GA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2013 → 11/2017
    Girard Securities, Inc.
    San Diego, CA
  • 06/2013 → 07/2019
    United Capital Financial Advisers Llc
    Newport Beach, CA
  • 11/2017 → 05/2020
    Cetera Adviser Networks Llc
    San Diego, CA
  • 05/2020 → 09/2023
    Raymond James Financial Services, Inc
    Tampa, FL
  • 05/2020 → Present
    Lumature Wealth Partners, Llc
    Alpharetta, GA
  • 07/2019 → 05/2020
    Goldman Sachs
    New York, NY
  • 09/2023 → Present
    Tampa, FL
Previous Registrations
  • 2020-06-04 → 2023-11-16
    Lumature Wealth Partners, Llc
    Summerville, SC
    Alpharetta, GA
  • 2013-06-18 → 2020-06-27
    Alpharetta, GA
    Roswell, GA
  • 2007-09-21 → 2013-11-15
    Professional Planning Advisors,Llc
    Roswell, GA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-06-16
  • S66 Uniform Combined State Law Examination
    1999-06-16
Designations
Other Names
  • Ralph Corley Watson
  • Ralph Corley Watson
  • Ralph C Watson

View on SEC IAPD

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