Charlie DaVee is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2024-03-25 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2018-06-01 | 2019-04-01 | — |
| CAPITAL ONE ADVISORS, LLC | 2016-10-20 | 2018-05-22 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2014-07-03 | 2016-10-20 | — |