Chad A Bunnell

Current Employers

Employment History

• 06/2016 → 06/2017
  Usa Financial Securities
  Ada, MI
• 06/2017 → 12/2018
  Lpl Financial, Llc
  Jacksonville, FL
• 12/2018 → 09/2022
  Principal Life Insurance Company
  Jacksonville, FL
• 12/2018 → 10/2022
  Principal Securities Inc
  Jacksonville, FL
• 12/2018 → 09/2022
  West Point Business Group
  Jacksonville, FL
• 09/2022 → Present
  Madison Avenue Securities
  San Diego, CA
• 10/2022 → Present
  Img Wealth Management, Inc.
  Jacksonville, FL
• 10/2019 → 10/2022
  Principal Securities, Inc.
  Jacksonville, FL
• 12/2018 → Present
  Sole Proprietor
  Jacksonville, FL
• 05/2017 → 12/2018
  Harden
  Jacksonville, FL
• 10/2018 → Present
  Investment Management Group, Llc
  Jacksonville, FL

Previous Registrations

• 2019-10-03 → 2022-10-07
  Principal Securities, Inc.
  Jacksonville, FL

Other Businesses

1)NAME: MADISON AVENUE SECURITIES; INV RELATED:YES; ADDRESS: 13500 EVENING CREEK DR. N SUITE 555 SAN DIEGO, CA 92128; POSITION: REGISTERED REP; START DATE:09/2022; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:FINANCIAL SERVICES 2) NAME:IMG WEALTH MANAGEMENT; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:SECURITIES; POSITION:INVESTMENT ADVISOR REPRESENTATIVE; START DATE:09/2022; HOURS/MONTH:160; TRADING HOURS/MONTH:160 3) NAME: REVOCABLE LIVING TRUST FOR RACHAEL BUNNELL; INV RELATED:NO; NATURE: TRUSTEE; START DATE: 8/2010 4) SOLE PROPRIETOR; INV-RE; INSURANCE AGEIN JACKSONVILLE, FL; START 12/2018. 5) NAME: ST. JOHNS STINGRAYS SWIMTEAM; INVESTMENT RELATED: NO; POSITION & DUTIES: ASSIST WITH MAKING DECISIONS FOR TEAM AND HELP WITH SET UP AND BREAK DOWN FOR SWIM MEETS; HOURS PER WEEK: 2-3 HOURS; START DATE: 3/1/2024 6) NAME: KLB FINANCIAL GROUP, LLC; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: SOME OF MY FIXED BUSINESS REVENUE IS PAID TO THIS LLC; POSITION: SOLE OWNER; START DATE: 12/2022; HOURS PER WEEK: 30 HOURS 7) NAME: INVESTMENT MANAGEMENT GROUP, LLC; INVESTMENT RELATED: YES; NATURE OF THE BUSINESS: DBA FOR ADVERTISING; POSITION: FINANCIAL ADVISOR; START DATE: 10/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-02
• S63 Uniform Securities Agent State Law Examination
  2008-10-01

Other Names

• Chad Bunnell
• Chad Andrew Bunnell
• Chad Bunnell