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.

Current firm

CARY STREET PARTNERS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 23, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

9

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S65

First exam

Aug 23, 1993

First registration

Apr 12, 1999

Dual registered

no

Other names

CHARLES WHITNEY JR BROWN|CHARLES WHITNEY BROWN

IAPD individual key

2382672

• Occurred

  Aug 22, 2022
  Advisor changed firm

  Charles Whitney Brown left Dixon, Hubard, Feinour & Brown, Inc. for Cary Street Partners (registered 2022-07-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1b35669-dc28-08bc-a66b-1ca2915cedfb

First observed

Apr 12, 1999

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.