Charles D Staples is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with GEOWEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 2026-01-05 | present | Yes |
| FIRST ASCENT ASSET MANAGEMENT, LLC | 2023-03-07 | 2024-03-25 | — |
| GYL FINANCIAL SYNERGIES, LLC | 2020-01-27 | 2021-07-29 | — |
| FIRSTWAVE FINANCIAL | 2017-10-31 | 2020-02-18 | — |