Charles Whitlock Kunzelman

Current Employers

Employment History

• 11/2012 → 06/2022
  Charles Schwab & Co., Inc.
  Orlando, FL
• 11/2012 → 06/2022
  Schwab Private Client Investment Advisory, Inc.
  Orlando, FL
• 08/2022 → 02/2025
  Bison Wealth, Llc
  Atlanta, GA
• 02/2023 → 05/2024
  Metric Financial Llc
  Atlanta, GA
• 12/2024 → Present
  Qtr Family Wealth, Llc
  Lake Mary, FL
• 01/2025 → Present
  Ifp Securities, Llc
  Tampa, FL

Previous Registrations

• 2022-10-31 → 2025-02-14
  Bison Wealth, Llc
  Atlanta, GA
  Lake Mary, FL
• 2013-01-03 → 2022-06-01
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2011-04-13 → 2012-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL
  Orlando, FL
  Orlando, FL
• 2007-11-26 → 2009-07-27
  Raymond James Financial Services, Inc.
  Orlando, FL
• 2009-05-27 → 2009-07-27
  Raymond James Financial Services Advisors, Inc
  Orlando, FL
• 2005-08-03 → 2007-09-20
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL
• 2003-04-21 → 2005-03-14
  Ubs Financial Services Inc.
  Orlando, FL
• 2002-08-16 → 2003-04-23
  Osaic Fa, Inc.
  Atlanta, GA

Other Businesses

(1) QTR Family Wealth - DBA - 605 Crescent Executive Court Suite 104 Lake Mary FL 32746 - employee - start date Dec. 16, 2024 - 160 hours/month during trading - Financial Planner/Wealth Strategist/Relationship Manager/Advisor (2) Insurance - investment related - Life Insurance Agent providing non-variable Life Insurance, Disability, Long-Term Care, Annuities as agent with Modern Life, General Agency - 605 Crescent Executive Court Suite 104 Lake Mary FL 32746 - agent - start date Dec. 16, 2024 - 15 hours/month during trading - Agent responsibilities to ensure overall suitability of insurance products from a planning perspective and providing quotes, application and placing non-variable life insurance, long term care, disability, annuities. (3) FinBalance LLC - investment related - 11504 Misty Oak Aly Windermere FL 34786 - owner - start date Aug. 19, 2022 - 2 hours/month during trading - Owner/managing expenses and recordkeeping for tax purposes (4) Cypress Risk Partners LLC - investment related - 2101 S. Orlando Ave Suite 390, Winter Park, FL 32789 - As a 220 Licensed (General Lines) Property and Casualty Insurance agent I have been appointed with property and casualty insurers though Cypress Risk Partners, LLC with the intention to over time share on commissions generated from referrals where Property and Casualty lines of business are placed. I do not currently have an arrangement to share revenue. At this time the OBA is to demonstrate I'm holding my license with company appointments within Cypress Risk Partners, LLC. - Solicitor - start date Jul 31, 2025 - 4 hours/month - 4 hours/month during trading - General duties to maintain my license with continuing education and introductions for property and casualty insurance reviews.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-15
• S63 Uniform Securities Agent State Law Examination
  2000-01-11

Designations

Other Names

• Whit Kunzelman
• Charles Whitlock Kunzelman
• Charles W Kunzelman
• Whit Kunzelman
• Whit Kunzelman
• Charles Kunzelman