# CHARLES THOMAS PUCCIO

CHARLES THOMAS PUCCIO is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2022-02-01 | present | Yes |
| [WEALTH ADVISORS GROUP, LLC](https://search.stillhousedata.com/firm/291648) | 2018-01-17 | 2022-02-09 | — |
| [SII INVESTMENTS, INC.](https://search.stillhousedata.com/firm/2225) | 2004-02-10 | 2018-01-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4334931)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4334931.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.