DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Charles Marc Wilner
Feed of 09/15/2026
Also filed as Charlie Wilner
At current firm
4 y
since Jan 28, 2022
In the industry
28 y
since Feb 3, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Blackridge Asset Management, LLC independent RIA currentsince Jan 28, 2022 · Palm Beach Gardens, Fl
- Ameriprise Financial Services, LLC national BDOct 22, 2020 to Sep 17, 2021 · Palm Beach Gardens, Fl
- Ameriprise Financial Services, LLC national BDApr 20, 2020 to Jun 25, 2020 · Palm Beach Gardens, Fl
- LPL Financial LLC BD affiliatedMay 13, 2019 to Apr 28, 2020 · Palm Beach Gardens, Fl
- Independent Financial Partners BD affiliatedSep 13, 2016 to May 10, 2019 · Palm Beach Gardens, Fl
- Independent Financial Partners BD affiliatedMay 3, 2016 to May 6, 2016 · Palm Beach Gardens, Fl
- Kovack Advisors, Inc. BD affiliatedJan 17, 2007 to Jun 23, 2008 · Ft. Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Ameriprise Financial Services, LLC to Blackridge Asset Management, LLCleft Sep 17, 2021, registered Jan 28, 2022 (133 days) · Affiliated broker-dealer or bank to another
- LPL Financial LLC to Ameriprise Financial Services, LLCleft Apr 28, 2020, registered Apr 20, 2020 (-8 days) · Affiliated broker-dealer or bank to another
- Independent Financial Partners to LPL Financial LLCleft May 10, 2019, registered May 13, 2019 (3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Kovack Advisors, Inc. to Independent Financial Partnersleft Jun 23, 2008, registered May 3, 2016 (2871 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address