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Inactive

Charles Cameron Dees

Mariner

Sarasota, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-06
  • FL RA
    APPROVED
    Since 2021-08-06

Branch Locations

240 South Pineapple Avenue Suite 200, Sarasota, FL 34236 • 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
OrganizationCityStateFromTo
Marshall University Huntington WV 06/2012 12/2016
Marshall University Huntington WV 08/2015 12/2016
Citi Group Tampa FL 01/2017 03/2017
Bb&T Tampa FL 04/2017 02/2018
Allegiant Private Advisors Sarasota FL 02/2018 07/2021
Mariner Wealth Advisors Sarsota FL 08/2021 Present
  • 06/2012 → 12/2016
    Marshall University
    Huntington, WV
  • 08/2015 → 12/2016
    Marshall University
    Huntington, WV
  • 01/2017 → 03/2017
    Citi Group
    Tampa, FL
  • 04/2017 → 02/2018
    Bb&T
    Tampa, FL
  • 02/2018 → 07/2021
    Allegiant Private Advisors
    Sarasota, FL
  • 08/2021 → Present
    Mariner Wealth Advisors
    Sarsota, FL
Previous Registrations
  • 2021-03-10 → 2021-08-31
    Allegiant Private Advisors, Llc
    Sarasota, FL
Designations
Other Names
  • Charles Dees

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

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