# CHARLES RICHARD KORGER

CHARLES RICHARD KORGER is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with OCTAVIA WEALTH ADVISORS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OCTAVIA WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/306909) | 2023-08-15 | present | Yes |
| [ARETÉ](https://search.stillhousedata.com/firm/287723) | 2019-01-02 | 2023-12-31 | — |
| [CARSON CHOICE RETIREMENT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/141450) | 2016-01-12 | 2019-01-02 | — |
| [INDEPENDENCE ADVISORS, LLC](https://search.stillhousedata.com/firm/153687) | 2013-01-24 | 2015-10-14 | — |
| [SAGE FINANCIAL GROUP INC.](https://search.stillhousedata.com/firm/116574) | 2004-04-14 | 2013-01-28 | — |
| [MERCER ADVISORS](https://search.stillhousedata.com/firm/104569) | 2000-01-31 | 2004-03-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2795363)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2795363.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.