# CHARLES EDWARD DONALIES

CHARLES EDWARD DONALIES is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with DONALIES FINANCIAL PLANNING, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DONALIES FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/164700) | 2023-12-13 | present | Yes |
| [TRICAPITAL ADVISORS INC](https://search.stillhousedata.com/firm/109224) | 2015-09-01 | 2015-09-29 | — |
| [INVESTMENT PLANNING ASSOCIATES INC](https://search.stillhousedata.com/firm/110047) | 2010-01-21 | 2012-07-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5733820)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5733820.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.