# CHARLES ALLISON SHIPMAN

CHARLES ALLISON SHIPMAN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with BLUE KEEL FINANCIAL PLANNING, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BLUE KEEL FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/173006) | 2022-01-11 | present | Yes |
| [BLUE KEEL FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/173006) | 2019-01-07 | 2021-12-31 | — |
| [BLUE KEEL FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/173006) | 2014-10-20 | 2018-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-09-17 | 2014-08-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6092666)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6092666.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.