Inactive

Charles Gerald Walker

Wealthspire Advisors

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Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-03-31

MD RA
APPROVED

Since 2021-03-31

Branch Locations

8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	04/2014	01/2019
Suntrust Bank	Baltimore	MD	04/2014	01/2019
Suntrust Advisory Services	Atlanta	GA	09/2016	01/2019
Wealthspire Advisors	Fulton	MD	02/2019	Present

04/2014 → 01/2019

Suntrust Investment Services, Inc.

Atlanta, GA
04/2014 → 01/2019

Suntrust Bank

Baltimore, MD
09/2016 → 01/2019

Suntrust Advisory Services

Atlanta, GA
02/2019 → Present

Wealthspire Advisors

Fulton, MD

Previous Registrations

2019-02-11 → 2021-10-01

Wealthspire Advisors

Fulton, MD
2016-09-13 → 2019-02-08

Truist Advisory Services, Inc.

Baltimore, MD

Baltimore, MD

Baltimore, MD
2005-07-19 → 2016-12-31

Truist Investment Services, Inc.

Catonsville, MD

Columbia, MD

Columbia, MD

Columbia, MD

Ellicott City, MD

Frederick, MD

Frederick, MD

Monrovia, MD

Pikesville, MD

Ellicott City, MD

Mt Airy, MD

Owings Mills, MD

Westminster, MD

Catonsville, MD

Frederick, MD

Owings Mills, MD

Frederick, MD

Columbia, MD

Monrovia, MD

Pikesville, MD

Ellicott City, MD

Baltimore, MD

Columbia, MD

Westminister, MD

Mt. Airy, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-02-06

S63 Uniform Securities Agent State Law Examination

1995-02-06

Designations

Other Names

Charlie Walker

View on SEC IAPD

Other Firms

AWANI CAPITAL MANAGEMENT LP

NEW MARKETS VENTURE PARTNERS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

DATATRIBE FOUNDRY, LLC

ACACIA GROUP VI LLC

Other Investors

JOSEPH PATRICK GARRISON

JAMES KURZ EICHELBERGER

SAMANTHA CECILIA PAUL-HACKMAN

JENNINE RAMSEY LACROIX

AMANDA NICOLE CAMPBELL

Lauren Rathsack

EDWARD CHARLES VONLANGE

KIMBERLY SARAH MAGAHA

Other Offices

WEALTHSPIRE ADVISORS · Fulton, MD

AWANI CAPITAL MANAGEMENT LP · FULTON, MD

NEW MARKETS VENTURE PARTNERS · FULTON, MD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · FULTON, MD

PROCYON · FULTON, MD

J.P. MORGAN SECURITIES LLC · Fulton, MD

LPL FINANCIAL LLC · FULTON, MD

DATATRIBE FOUNDRY, LLC · FULTON, MD

More in Fulton, MD

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