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CHARLES KEITHLEY WARD
CHARLEY KEITHLEY WARD, CHARLEY WARD
CRD#: 4632946
IA
Investment Adviser
BURKE WEALTH MANAGEMENT, LLCCRD#: 305840 12 GREENWAY PLAZA
SUITE 1100
HOUSTON, TX 77046
Registration History
20162017201820192020202120222023202420252026IABURKE WEALTH MANAGEMENT, LLC (CRD# 305840)2020 - Present (4 years)IADOLIVER ADVISORS, L.P. (CRD# 106247)2016 - 2020 (4 years)
License(s)

State Registrations

IA
Louisiana 12/1/2020

IA
Texas 12/1/2020

Current Registration(s)
IA
BURKE WEALTH MANAGEMENT, LLC (CRD#:305840)
12 GREENWAY PLAZA SUITE 1100, HOUSTON, TX 77046
Registered with this firm since 12/1/2020

Previous Registration(s)
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03/24/2016 - 12/01/2020 DOLIVER ADVISORS, L.P. (CRD#:106247) HOUSTON, TX
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Disclosures
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.