CHARLES RYAN DUNN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with PORTSIDE WEALTH GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PORTSIDE WEALTH GROUP, LLC | 2023-04-25 | present | Yes |
| TOWNSQUARE CAPITAL, LLC | 2018-05-31 | 2023-06-23 | — |
| ALLEGIS INVESTMENT ADVISORS, LLC | 2016-09-07 | 2018-05-09 | — |
| PARK AVENUE SECURITIES LLC | 2009-07-13 | 2016-09-07 | — |
| KNOX CAPITAL ADVISORS, LLC | 2007-03-07 | 2008-02-28 | — |
| GENEOS WEALTH MANAGEMENT, INC. | 2007-01-19 | 2007-03-07 | — |
| PARK AVENUE SECURITIES LLC | 2005-09-08 | 2007-01-19 | — |