# CHARLES DAVID KONCZ

CHARLES DAVID KONCZ is an investment adviser representative (IAR) with state registration records since 1995, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC, SUMMIT PLANNING GROUP, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT PLANNING GROUP, LLC](https://search.stillhousedata.com/firm/126563) | 2026-06-05 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-06-12 | present | Yes |
| [OSAIC FS, INC.](https://search.stillhousedata.com/firm/3870) | 2017-11-06 | 2024-06-13 | — |
| [SUMMIT ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/126244) | 1999-10-14 | 2024-08-24 | — |
| [INDEPENDENT ADVISERS GROUP CORP](https://search.stillhousedata.com/firm/106684) | 1997-06-24 | 2007-04-13 | — |
| [SUMMIT PLANNING GROUP, LLC](https://search.stillhousedata.com/firm/126563) | 1995-08-24 | 2024-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/803649)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/803649.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.