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RIA / WealthAdvisor27 years in industry

ZELLE REAMS DUNN

Advisor at NEW REPUBLIC PARTNERS

CHARLOTTE, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Dec 9, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Zelle Reams Dunn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEW REPUBLIC PARTNERS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 25, 1999
First registration: Dec 9, 2005
Dual registered: no
Other names: ZELLE BRASWELL REAMS|ZELLE BRASWELL DUNN
IAPD individual key: 3232933

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEW REPUBLIC PARTNERS	Mixed wealth	Aug 30, 2022	n/a	yes	CHARLOTTE, NC	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 17, 2015	Aug 24, 2022	no	CHARLOTTE, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 12, 2015	no	New York, NY\|CHARLOTTE, NC\|NEW YORK, NY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Dec 9, 2005	Jun 1, 2009	no	NEW YORK, NY\|NEW YORK, NY\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEW REPUBLIC PARTNERS	Aug 24, 2022	Aug 30, 2022	6	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 12, 2015	Feb 17, 2015	36	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ NEW REPUBLIC PARTNERSRegistered adviserregistration: current employment
Aug 30, 2022 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 17, 2015 to Aug 24, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 12, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Dec 9, 2005 to Jun 1, 2009factForm ADV

Dated events

Occurred
Aug 24, 2022
Advisor changed firm
Zelle Reams Dunn left Merrill Lynch, Pierce, Fenner & Smith Incorporated for New Republic Partners (registered 2022-08-30)
Form ADVobserved 4 days ago