Charles Thomas Puccio

Current Employers

Employment History

• 01/2018 → 02/2022
  Private Client Services
  Louisville, KY
• 01/2018 → 02/2022
  Wealth Advisors Group. Llc
  Coralville, IA
• 05/2016 → Present
  Ame Real Estate Llc
  Coralville, IA
• 01/2001 → Present
  Chuck Puccio, Sole Proprietor
  Coralville, IA
• 02/2004 → 01/2018
  Sii Investments, Inc.
  Iowa City, IA
• 02/2022 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 04/2015 → Present
  Ame Real Estate, Llc
  Iowa City, IA
• 01/2001 → Present
  Charles T. Puccio
  Coralville, IA
• 07/2018 → Present
  Charles Puccio
  Nashville, TN
• 09/2024 → Present
  Charles T. Puccio
  Ames, IA
• 09/2002 → 01/2018
  Sii Investments, Inc.
  Iowa City, IA

Previous Registrations

• 2018-01-17 → 2022-02-09
  Wealth Advisors Group, Llc
  Coralville, IA
  Coralville, IA
• 2004-02-10 → 2018-01-16
  Sii Investments, Inc.
  Iowa City, IA
  Iowa City, IA
  Coralville, IA

Other Businesses

1.) AME REAL ESTATE, LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/ PROPERTY MANAGEMENT - IOWA CITY, IA - SINCE 04/2015 - INVESTMENT RELATED 2.) CHARLES T. PUCCIO - INSURANCE AGENT - NON-VARIABLE INSURANCE - CORALVILLE, IA - SINCE 01/2001 - INVESTMENT RELATED 3.) PUCCIO INVESTMENT SERVICES - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - CORALVILLE, IA - SINCE 01/2022 - INVESTMENT RELATED 4.) CHARLES PUCCIO - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - NASHVILLE, TN - SINCE 07/2018 - INVESTMENT RELATED 5.) CHARLES T. PUCCIO - OUTSIDE INVESTOR - GOAT INVESTMENT - AMES, IA - SINCE 09/2024 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2004-02-09
• S63 Uniform Securities Agent State Law Examination
  2001-02-02

Other Names

• Charlie Puccio
• Chuck Puccio