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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

Charles Wesley Davidson

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Alpharetta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0fdf1614-92aa-adab-c1ba-291f4c72bfb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCURRENT INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 29, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jan 29, 1999
First registration: Mar 26, 2004
Dual registered: yes, broker-dealer
Other names: WES DAVIDSON|WES DAVIDSON|CHARLES WESLEY DAVIDSON|CHARLES WESLEY DAVIDSON
IAPD individual key: 3165886

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Oct 2, 2023	n/a	yes	TAMPA, FL\|Alpharetta, GA	Current employment
LUMATURE WEALTH PARTNERS, LLC	Former SEC adviser	Jun 3, 2020	Nov 16, 2023	no	ALPHARETTA, GA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Mar 7, 2019	Jun 27, 2020	no	ALPHARETTA, GA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 9, 2016	Jan 18, 2019	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Feb 3, 2014	Dec 31, 2016	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 26, 2004	Jan 21, 2014	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LUMATURE WEALTH PARTNERS, LLC	CONCURRENT INVESTMENT ADVISORS, LLC	Nov 16, 2023	Oct 2, 2023	-45	Firm change after gap	RIA to RIA
UNITED CAPITAL FINANCIAL ADVISORS	LUMATURE WEALTH PARTNERS, LLC	Jun 27, 2020	Jun 3, 2020	-24	Firm change	Ibd to new firm
TRUIST ADVISORY SERVICES, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Jan 18, 2019	Mar 7, 2019	48	Firm change	Ibd to RIA
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Sep 9, 2016	-113	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SUNTRUST INVESTMENT SERVICES, INC.	Jan 21, 2014	Feb 3, 2014	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
309049:323135:GA:2023-11-16	Nov 16, 2023	Oct 2, 2023	ALPHARETTA, GA	Firm change after gap
134600:309049:GA:2020-06-27	Jun 27, 2020	Jun 3, 2020	ALPHARETTA, GA	Firm change

Relationships

Registered with (6)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Oct 2, 2023 to presentfactForm ADV
→ LUMATURE WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 3, 2020 to Nov 16, 2023factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 7, 2019 to Jun 27, 2020factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 9, 2016 to Jan 18, 2019factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 3, 2014 to Dec 31, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 26, 2004 to Jan 21, 2014factForm ADV

Dated events

Occurred
Nov 16, 2023
Advisor changed firm
Charles Wesley Davidson left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)
Form ADVobserved 5 days ago