JAMES GREGORY CHARLES is an investment adviser representative (IAR) with state registration records since 2008, appearing at 2 firms. Currently registered with SANCTUARY FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SANCTUARY FINANCIAL PLANNING, LLC | 2023-04-10 | present | Yes |
| DIMENSIONAL FUND ADVISORS LP | 2008-09-08 | 2021-08-13 | — |