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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

CHARLES MARC WILNER

Advisor at BLACKRIDGE ASSET MANAGEMENT, LLC

JUPITER, FL | Palm Beach Gardens, FL

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Search this name across graphsid dfx:ria:9fb7808d-320f-ce9a-4bf4-490b7db043fc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 17, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: BLACKRIDGE ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Feb 3, 1998
First registration: Jan 17, 2007
Dual registered: yes, broker-dealer
Other names: CHARLIE WILNER|CHARLES MARC WILNER|Charles Wilner
IAPD individual key: 1853205

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
BLACKRIDGE ASSET MANAGEMENT, LLC	Independent wealth	Jan 28, 2022	n/a	yes	Palm Beach Gardens, FL\|JUPITER, FL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 22, 2020	Sep 17, 2021	no	Palm Beach Gardens, FL\|Riviera Beach, FL\|PALM BEACH GARDENS, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 20, 2020	Jun 25, 2020	no	PALM BEACH GARDENS, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 13, 2019	Apr 28, 2020	no	PALM BEACH GARDENS, FL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Sep 13, 2016	May 10, 2019	no	Palm Beach Gardens, FL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	May 3, 2016	May 6, 2016	no	Palm Beach Gardens, FL	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	Jan 17, 2007	Jun 23, 2008	no	FT. LAUDERDALE, FL	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
AMERIPRISE FINANCIAL SERVICES, LLC	BLACKRIDGE ASSET MANAGEMENT, LLC	Sep 17, 2021	Jan 28, 2022	133	Firm change	Ibd to ibd
LPL FINANCIAL LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Apr 28, 2020	Apr 20, 2020	-8	Firm change	Ibd to ibd
INDEPENDENT FINANCIAL PARTNERS	LPL FINANCIAL LLC	May 10, 2019	May 13, 2019	3	Firm change	Ibd to RIA
KOVACK ADVISORS, INC.	INDEPENDENT FINANCIAL PARTNERS	Jun 23, 2008	May 3, 2016	2,871	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
125112:6413:FL:2019-04-26	May 10, 2019	May 13, 2019	PALM BEACH GARDENS, FL	Firm change

Relationships

Registered with (5)

→ BLACKRIDGE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 28, 2022 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 22, 2020 to Sep 17, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 13, 2019 to Apr 28, 2020factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Sep 13, 2016 to May 10, 2019factForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Jan 17, 2007 to Jun 23, 2008factForm ADV

Dated events

No dated event names this entity yet.