# CHARLES DANIEL CURTIS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH ACCUMULATION & PRESERVATION GROUP, LLC](https://search.stillhousedata.com/firm/113824) | 2025-10-30 | present | Yes |
| [STONEFIELD INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/113802) | 2007-01-18 | 2008-02-28 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2005-06-08 | 2006-04-06 | — |
| [WEALTH ACCUMULATION & PRESERVATION GROUP, LLC](https://search.stillhousedata.com/firm/113824) | 1999-01-01 | 2005-01-13 | — |
| [WEALTH ACCUMULATION & PRESERVATION GROUP, LLC](https://search.stillhousedata.com/firm/113824) | 1999-01-01 | 2002-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2254815)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2254815.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.