Charles Joseph Costa is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-10-02 | present | Yes |
| LUMATURE WEALTH PARTNERS, LLC | 2020-06-04 | 2023-11-16 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2013-06-17 | 2020-06-27 | — |
| PROFESSIONAL PLANNING ADVISORS,LLC | 2007-10-15 | 2013-11-15 | — |