# Charles Whitlock Kunzelman

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [QTR FAMILY WEALTH, LLC](https://search.stillhousedata.com/firm/331655) | 2024-12-16 | present | Yes |
| [BISON WEALTH, LLC](https://search.stillhousedata.com/firm/165931) | 2022-10-31 | 2025-02-14 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2013-01-03 | 2022-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-04-13 | 2012-11-23 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-05-27 | 2009-07-27 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2007-11-26 | 2009-07-27 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2005-08-03 | 2007-09-20 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2003-04-21 | 2005-03-14 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2002-08-16 | 2003-04-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4074399)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4074399.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.