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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Feb 15, 2019

First registration

Apr 8, 2019

Dual registered

yes, broker-dealer

Other names

CHARLES BAILEY POSTON|CHARLES POSTON

IAPD individual key

6836652

• Occurred

  Jun 9, 2025
  Advisor changed firm

  Charles Bailey Poston left Pinnacle Wealth Advisors for Raymond James Financial Services Advisors, Inc (registered 2025-05-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e4251843-caa8-e2cb-937c-900c45f09ead

First observed

Apr 8, 2019

Last observed

Sep 14, 2026 5 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.