Chad Michael Hunter

Current Employers

Employment History

• 10/2009 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 11/2009 → 05/2022
  Bank Of America, N.A.
  Orlando, FL
• 05/2022 → 02/2025
  Bison Wealth, Llc.
  Atlanta, GA
• 05/2022 → 05/2024
  Metric Financial, Inc.
  Atlanta, GA
• 05/2022 → Present
  Wow Management, Llc
  Maitland, FL
• 11/2024 → Present
  Qtr Family Wealth, Llc
  Lake Mary, FL
• 01/2025 → Present
  Ifp Securities, Llc
  Lake Mary, FL

Previous Registrations

• 2022-06-29 → 2025-02-14
  Bison Wealth, Llc
  Lake Mary, FL
  Atlanta, GA
• 2009-10-23 → 2022-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Lake Mary, FL
• 2008-03-12 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Orlando, FL
• 2007-05-10 → 2007-12-17
  Wells Fargo Clearing Services, Llc
  Orlando, FL

Other Businesses

(1)Rosterspot, Inc. located in Lake Mary, FL, non-investment related, role: consultant. Start Date: 10/2017, Number of hours devoted: 5 hour(s) Monthly, none during trading hours. The nature or purpose of the business is to create and develop a social media web application designed as such to manage the athletic recruiting process. Hunter's responsibilities are primarily to invest personal capital to provide investment capital. (2)Hunter Ventures, LLC. located in Maitland, FL, non-investment related. Start Date: 05/2022. No time spent during trading hours. Hunter Ventures is a company that makes passive investments in private securities. Role: Owner (3) WOW Management, LLC. Owner/Managing Member. Located in Maitland, FL, Non-Investment Related. Start date 5/2022. . LLC used for tax purposes only for compensation from Bison Wealth. LLC. 1 hour per month devoted to this activity. (4) LDR Manufacturing - Member of an LPAC group for LDR Manufacturing Private Equity Fund; not compensated; investment related. (5) WOW Anesthesia Services - Manager of his wife's single member LLC; not compensated; not investment related; Mr. Hunter assists with general banking and accounting for contractor anesthesia services provided to hospital systems. (6) - QTR Family Wealth, LLC - investment related - 605 Crescent Executive Court, Suite 104 - DBA - owner - start date Nov. 18, 2024 - 200 hours/month - 160 hours/month during trading - As one of the owners of QTR Family Wealth, I am responsible for the overall operational infrastructure of the firm coupled with my responsibilities as a Private Wealth Advisor to our clients where I focus on providing a comprehensive consultative approach to their overall balance sheet and investment related plan. (7) Modern Life - investment related - 605 Crescent Executive Court, Suite 104 - Fixed Insurance - agent - start date Jan. 2, 2023 - 10 hours/month during trading - As part of our planning process offered to individuals and businesses, we will leverage our partnership with Modern Life to bring fixed oriented insurance solutions for our clients when appropriate.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-08

Designations

Other Names

• Chad Hunter