MICHAEL DAVID CHARLES is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with LIVE OAK INVESTMENT PARTNERS, LLC, DIVERSIFY ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC | 2026-07-15 | present | Yes |
| LIVE OAK INVESTMENT PARTNERS, LLC | 2020-10-29 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2015-01-05 | 2019-10-01 | — |
| OPPENHEIMER & CO. INC. | 2011-09-06 | 2015-01-20 | — |
| HILLTOP SECURITIES INC. | 2007-10-29 | 2011-09-19 | — |