Rupert Charles Curry

Current Employers

Employment History

• 09/1999 → Present
  Timberland Of Orlando
  Winter Park, FL
• 03/2014 → 08/2020
  Charles Schwab & Co., Inc
  Orlando, FL
• 03/2014 → 08/2020
  Charles Schwab Bank
  Orlando, FL
• 12/2020 → 07/2021
  National Asset Management
  Orlando, FL
• 12/2020 → 07/2021
  National Securities Corporation
  Orlando, FL
• 09/2020 → Present
  Curry Investment Management, Llc
  Orlando, FL
• 08/2021 → Present
  Certified Advisory Corp
  Altamonte Springs, FL
• 07/2023 → Present
  Fortune Financial Services
  Monaca, PA
• 08/2021 → Present
  Certified Insurance Corp
  Altamonte Springs, FL

Previous Registrations

• 2021-01-08 → 2021-07-30
  B. Riley Wealth Advisors, Inc.
  Orlando, FL
• 2010-03-04 → 2020-09-08
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2012-02-14 → 2014-05-15
  Schwab Wealth Advisory, Inc.
  Orlando, FL
  Orlando, FL
• 2008-12-22 → 2009-12-31
  Wells Fargo Clearing Services, Llc
  Orlando, FL
• 2003-10-21 → 2008-10-03
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Winter Park, FL
• 2000-09-26 → 2002-12-19
  Raymond James Financial Services, Inc.
  Maitland, FL

Other Businesses

(1) TIMBERLAND OF ORLANDO, NO, REAL ESTATE HOLDING COMPANY,MANAGER,ORLANDO, FL, 9/1/99,LESS THAN 20, 0, PASSIVELY MANAGES AND COLLECTS RENT.(2) CURRY INVESTMENT MANAGEMENT, LLC, NO, MANAGER, ORLANDO, FL START 9/1/20, LESS THAN 8, 0, BUSINESS ORGANIZATION. (3) CERTIFIED ADVISORY CORP - IAR START DATE 8/2021

Exams

• S66 Uniform Combined State Law Examination
  2004-06-28
• S63 Uniform Securities Agent State Law Examination
  2003-12-18

Designations

Other Names

• Charles Curry