# ROBERT CHARLES WADDELL

ROBERT CHARLES WADDELL is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with CL WEALTH MANAGEMENT LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/134922) | 2017-06-26 | present | Yes |
| [WILBANKS SECURITIES ADVISORY](https://search.stillhousedata.com/firm/118304) | 2016-08-12 | 2017-06-23 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2016-05-23 | 2016-07-22 | — |
| [FIRST INDEPENDENT ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/132678) | 2010-07-06 | 2016-07-20 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2008-08-22 | 2010-07-02 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2007-02-12 | 2008-08-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4997193)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4997193.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.