# CHARLES POSEY

CHARLES POSEY is an investment adviser representative (IAR) with state registration records since 2011, appearing at 9 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2026-07-20 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2022-11-30 | present | Yes |
| [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | 2022-04-18 | 2022-06-14 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2022-04-14 | 2022-06-14 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2021-04-19 | 2021-09-21 | — |
| [GREENBRIER FINANCIAL LLC](https://search.stillhousedata.com/firm/301012) | 2019-05-14 | 2021-04-08 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2017-04-19 | 2019-04-29 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2013-10-10 | 2017-03-01 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2011-06-08 | 2012-05-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5877596)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5877596.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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