Charles Edward Knox

Current Employers

Employment History

• 02/2013 → 08/2025
  Raymond James & Associates, Inc.
  Augusta, GA
• 08/2025 → Present
  Stifel, Nicolaus & Company, Incorporated
  Augusta, GA

Previous Registrations

• 2013-02-13 → 2025-08-15
  Raymond James & Associates, Inc.
  Augusta, GA
• 2003-01-27 → 2013-02-13
  Morgan Keegan & Company, Llc
  Columbia, SC
  Augusta, GA
  Augusta, GA

Other Businesses

1. 13 Partners, LLC; 504 Forest Rd Sea Island SC 31561; ownership of 1 vacation home; member; pay bills; 06/22/2020; 1hr/mth; Not during securities trading hours; Investment related 2. BAK Limited LLLP; 3133 Washington RD Thomson, GA 30824; family LLLP for investments; Member of LLLP; make decisions jointly with my brother and sister on investment options; 10/01/2010; 1hr/mth; Not during securities trading hours; Investment related 3. CEK Partners, LLC; 512 Front St North Augusta, SC 29841; family partnership for investment purposes; managing member; manage all transactions and investments; 03/03/2015; 1hr/mth; Not during securities trading hours; Investment related 4. KA Partners, LLC; 3133 Washington RD Thomson, GA 30824; aircraft ownership; member of partnership; no duties or responsibilities; 02/06/2024; 1hr/yr; Not during securities trading hours; Not investment related 5. Knox Ltd; 3133 Washington RD Thomson, GA 30824; Family limited partnerships; General Partner; along with other GPs, we make decisions on specific investments , as well as choosing money managers, setting income distribution policies, etc.; 02/01/2000; 1hr/mth; Not during securities trading hours; Investment related 6. UGA Foundation; Broad St Athens, GA 30602; endowment for University; Trustee of the UGA Foundation; 2 committees- Trustee Development and Nominating Committee considers, vets , and nominates subsequent future Trustees for the UGA Foundation 2)Student Scholarship and University Initiatives Committee considers and supports special scholarships for students at the University; 07/02/2018; 1hr/mth; Not during securities trading hours; Not investment related 7. UGA Foundation; 1 Press PLace #101 Athens, GA 30601; Various committees tasked with oversight and management of the Foundation and it's endowment; Nominating and Trustee Committee; Trustee Development and Nominating Committee considers, vets , and nominates subsequent future Trustees for the UGA Foundation; 07/02/2018; 1hr/mth; Not during securities trading hours; Not investment related 8. UGA Foundation; 1 Press PLace #101 Athens, GA 30601; various committees tasked with oversight of the Foundation and it's endowment; Trustee - Student Scholarship and University Initiatives Committee; Student Scholarship and University Initiatives Committee considers and supports special scholarships for students at the University; 07/02/2018; 1hr/mth; Not during securities trading hours; Not investment related 9. Knox Foundation; 3133 Washington RD Thomson, GA 30824; family foundation; Trustee; review grants, set giving policies, review and manage investments; 05/03/1993; 1hr/mth; Not during securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-11
• S63 Uniform Securities Agent State Law Examination
  1997-08-07

Other Names

• Charles Edward (Ii) Knox