# CHARLES JOSEPH RAMOS

CHARLES JOSEPH RAMOS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with BEACON POINTE ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BEACON POINTE ADVISORS, LLC](https://search.stillhousedata.com/firm/119290) | 2023-10-19 | present | Yes |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2011-01-05 | 2011-12-31 | — |
| [PRIVATE CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120634) | 2009-04-07 | 2023-10-25 | — |
| [PRIVATE CONSULTING GROUP, INC.](https://search.stillhousedata.com/firm/45053) | 2002-05-21 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1613649)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1613649.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.