CHARLES DANIEL CURTIS is an investment adviser representative (IAR) with state registration records since 1999, appearing at 3 firms. Currently registered with WEALTH ACCUMULATION & PRESERVATION GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ACCUMULATION & PRESERVATION GROUP, LLC | 2025-10-30 | present | Yes |
| STONEFIELD INVESTMENT ADVISORY, INC. | 2007-01-18 | 2008-02-28 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2005-06-08 | 2006-04-06 | — |
| WEALTH ACCUMULATION & PRESERVATION GROUP, LLC | 1999-01-01 | 2005-01-13 | — |
| WEALTH ACCUMULATION & PRESERVATION GROUP, LLC | 1999-01-01 | 2002-12-31 | — |