CHARLES HENRY KOCH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with QUANTUM FINANCIAL PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| QUANTUM FINANCIAL PARTNERS LLC | 2026-04-17 | present | Yes |
| APRIO WEALTH MANAGEMENT, LLC | 2025-11-05 | 2026-04-23 | — |
| PRISM FINANCIAL GROUP, L.L.C. | 2013-01-14 | 2025-12-03 | — |
| SMART401K, LLC | 2009-09-17 | 2012-10-12 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2005-10-20 | 2009-06-26 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2005-03-28 | 2005-11-03 | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 2004-06-15 | 2005-03-28 | — |