Charles Whitlock Kunzelman is an investment adviser representative (IAR) with state registration records since 2002, appearing at 9 firms. Currently registered with QTR FAMILY WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| QTR FAMILY WEALTH, LLC | 2024-12-16 | present | Yes |
| BISON WEALTH, LLC | 2022-10-31 | 2025-02-14 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2013-01-03 | 2022-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-04-13 | 2012-11-23 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-05-27 | 2009-07-27 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2007-11-26 | 2009-07-27 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2005-08-03 | 2007-09-20 | — |
| UBS FINANCIAL SERVICES INC. | 2003-04-21 | 2005-03-14 | — |
| OSAIC FA, INC. | 2002-08-16 | 2003-04-23 | — |