# Charlie DaVee

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2024-03-25 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2018-06-01 | 2019-04-01 | — |
| [CAPITAL ONE ADVISORS, LLC](https://search.stillhousedata.com/firm/136865) | 2016-10-20 | 2018-05-22 | — |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2014-07-03 | 2016-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6353027)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6353027.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.