# CHARLES ALEXANDER DANN

CHARLES ALEXANDER DANN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with NOVARE CAPITAL MANAGEMENT.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NOVARE CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/117949) | 2021-02-03 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2020-12-22 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2014-03-25 | 2018-07-13 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-11-13 | 2014-02-25 | — |
| [SOUTHSTATE SECURITIES CORP.](https://search.stillhousedata.com/firm/6950) | 2012-11-02 | 2013-10-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6104755)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6104755.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.