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RIA / WealthAdvisorCertified Financial Planner32 years in industry

Andrew Ross Ramsey

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Alpharetta, GA

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Search this name across graphsid dfx:ria:b61e5174-2e20-ba77-05ce-d375d1adb88e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2007 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: Jun 3, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 3, 1994
First registration: Nov 7, 2007
Dual registered: no
Other names: Ross Ramsey
IAPD individual key: 2494834

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	Alpharetta, GA\|TAMPA, FL	Current employment
LUMATURE WEALTH PARTNERS, LLC	Former SEC adviser	Jun 4, 2020	Nov 16, 2023	no	ALPHARETTA, GA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 1, 2017	Nov 29, 2017	no	ALPHARETTA, GA	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Jun 17, 2013	Nov 1, 2017	no	SAN DIEGO, CA\|ALPHARETTA, GA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jun 17, 2013	Jun 27, 2020	no	ALPHARETTA, GA\|ROSWELL, GA	Previous registration
PROFESSIONAL ADVISORY RESOURCES, LLC	Former SEC adviser	Nov 7, 2007	Oct 4, 2013	no	ROSWELL, 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	CETERA ADVISOR NETWORKS LLC	Jun 27, 2020	Nov 1, 2017	-969	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	LUMATURE WEALTH PARTNERS, LLC	Nov 29, 2017	Jun 4, 2020	918	Firm change after gap	Other
GIRARD SECURITIES, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Nov 1, 2017	Jun 17, 2013	-1,598	Firm change after gap	Other
PROFESSIONAL ADVISORY RESOURCES, LLC	GIRARD SECURITIES, INC.	Oct 4, 2013	Jun 17, 2013	-109	Firm change after gap	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

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 4, 2020 to Nov 16, 2023factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 17, 2013 to Jun 27, 2020factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 1, 2017 to Nov 29, 2017factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Jun 17, 2013 to Nov 1, 2017factForm ADV
→ PROFESSIONAL ADVISORY RESOURCES, LLCRegistered adviserregistration: previous registration
Nov 7, 2007 to Oct 4, 2013factForm ADV

Dated events

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