# CHARLES RYAN DUNN

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTSIDE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/325175) | 2023-04-25 | present | Yes |
| [TOWNSQUARE CAPITAL, LLC](https://search.stillhousedata.com/firm/288576) | 2018-05-31 | 2023-06-23 | — |
| [ALLEGIS INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/157314) | 2016-09-07 | 2018-05-09 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2009-07-13 | 2016-09-07 | — |
| [KNOX CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/131000) | 2007-03-07 | 2008-02-28 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2007-01-19 | 2007-03-07 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2005-09-08 | 2007-01-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4645008)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4645008.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.