# Charles Wesley Davidson

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2023-10-02 | present | Yes |
| [LUMATURE WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/309049) | 2020-06-03 | 2023-11-16 | — |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2019-03-07 | 2020-06-27 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-09 | 2019-01-18 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2014-02-03 | 2016-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-03-26 | 2014-01-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3165886)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3165886.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.