Charles Wesley Davidson is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 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 | 2020-06-03 | 2023-11-16 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2019-03-07 | 2020-06-27 | — |
| TRUIST ADVISORY SERVICES, INC. | 2016-09-09 | 2019-01-18 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2014-02-03 | 2016-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-03-26 | 2014-01-21 | — |