DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Charles Wesley Davidson
Feed of 09/14/2026
Also filed as Wes Davidson
At current firm
2 y
since Oct 2, 2023
In the industry
27 y
since Jan 29, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Oct 2, 2023 · Tampa, Fl
- Lumature Wealth Partners, LLC formerJun 3, 2020 to Nov 16, 2023 · Alpharetta, Ga
- United Capital Financial Advisors independent RIAMar 7, 2019 to Jun 27, 2020 · Alpharetta, Ga
- Truist Advisory Services, Inc. BD affiliatedSep 9, 2016 to Jan 18, 2019 · Atlanta, Ga
- Suntrust Investment Services, Inc. formerFeb 3, 2014 to Dec 31, 2016 · Atlanta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 26, 2004 to Jan 21, 2014 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Lumature Wealth Partners, LLC to Concurrent Investment Advisors, LLCleft Nov 16, 2023, registered Oct 2, 2023 (-45 days) · RIA to RIA · moved with a team
- United Capital Financial Advisors to Lumature Wealth Partners, LLCleft Jun 27, 2020, registered Jun 3, 2020 (-24 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Truist Advisory Services, Inc. to United Capital Financial Advisorsleft Jan 18, 2019, registered Mar 7, 2019 (48 days) · Affiliated broker-dealer or bank to independent RIA
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Sep 9, 2016 (-113 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Suntrust Investment Services, Inc.left Jan 21, 2014, registered Feb 3, 2014 (13 days) · Other
Signals
- Charles Wesley Davidson left Lumature Wealth Partners, Llc for Concurrent Investment Advisors, Llc (registered 2023-10-02)Nov 16, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address