AUMdb
MD

Michael David Charles

CRD 4209666

Firms

FirmRoleAs of
Live Oak Investment Partners, Llc Registered representative 07/20/2026
Diversify Advisory Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗