Individual Firm
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CHARLES JOSEPH BOULWARE
CHUCK BOULWARE
CRD#: 3053658
IA
B
MORGAN STANLEYCRD#: 149777 3700 Embassy Parkway
Suite 340
Akron, OH 44333
Suite 340
Akron, OH 44333
0
Disclosures
26
Years of Experience
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State Registrations
B
Arkansas 12/2/2022
B
New Mexico 10/25/2023
B
California 12/12/2014
B
New York 12/12/2014
B
Colorado 12/12/2014
B
North Carolina 12/12/2014
B
District of Columbia 8/5/2019
B
Ohio 12/12/2014
B
Florida 12/12/2014
IA
Ohio 12/12/2014
B
Georgia 12/12/2014
B
Texas 12/12/2014
B
Indiana 10/11/2016
IA
Texas 12/12/2014
B
Kentucky 12/12/2014
B
Washington 12/12/2014
B
Maryland 10/12/2022
B
West Virginia 12/12/2014
B
Massachusetts 12/12/2014
B
Wisconsin 1/24/2025
B
Michigan 12/12/2014
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 12/12/2014
B
Registered with this firm since 12/12/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/19/1999 - 12/15/2014 | BROADVIEW HEIGHTS, OH | |
B | 05/10/1999 - 12/15/2014 | BROADVIEW HEIGHTS, OH | |
B | 06/29/1998 - 06/25/1999 | MINNEAPOLIS, MN | |
B | 06/29/1998 - 06/25/1999 | MINNEAPOLIS, MN |
BROADVIEW HEIGHTS, OH
08/19/1999 - 12/15/2014
BROADVIEW HEIGHTS, OH
05/10/1999 - 12/15/2014
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.