# CHARLES HENRY KOCH

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [QUANTUM FINANCIAL PARTNERS LLC](https://search.stillhousedata.com/firm/138112) | 2026-04-17 | present | Yes |
| [APRIO WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/127333) | 2025-11-05 | 2026-04-23 | — |
| [PRISM FINANCIAL GROUP, L.L.C.](https://search.stillhousedata.com/firm/112315) | 2013-01-14 | 2025-12-03 | — |
| [SMART401K, LLC](https://search.stillhousedata.com/firm/129208) | 2009-09-17 | 2012-10-12 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2005-10-20 | 2009-06-26 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2005-03-28 | 2005-11-03 | — |
| [CAMBRIDGE INVESTMENT RESEARCH, INC.](https://search.stillhousedata.com/firm/39543) | 2004-06-15 | 2005-03-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4686110)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4686110.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).
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