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RIA / WealthAdvisor23 years in industry

CHARLES IAN KASNER

Advisor at CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC

APOPKA, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Dec 2, 2002
First registration: Dec 4, 2002
Dual registered: no
Other names: CHUCK KASNER|CHARLES I KASNER
IAPD individual key: 4577178

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC	State registered	Jan 2, 2026	n/a	yes	APOPKA, FL	Current employment
ATLAS WEALTH MANAGEMENT GROUP, LLC	Former SEC adviser	Dec 2, 2015	Jul 24, 2020	no	IRVINE, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 8, 2011	Dec 7, 2015	no	SANTA ANA, CA\|SANTA ANA, CA	Previous registration
THE ESTATE MANAGEMENT GROUP, INC.	n/a	Mar 16, 2009	Nov 6, 2009	no	VALENCIA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 30, 2006	Nov 17, 2011	no	TUSTIN, CA\|ANAHEIM, CA\|TUSTIN, CA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Feb 2, 2005	Sep 6, 2006	no	TUSTIN, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 4, 2002	Feb 15, 2005	no	IRVINE , CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATLAS WEALTH MANAGEMENT GROUP, LLC	CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC	Jul 24, 2020	Jan 2, 2026	1,988	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ATLAS WEALTH MANAGEMENT GROUP, LLC	Dec 7, 2015	Dec 2, 2015	-5	Firm change	Other
LPL FINANCIAL LLC	THE ESTATE MANAGEMENT GROUP, INC.	Nov 17, 2011	Mar 16, 2009	-976	Firm change after gap	Other
THE ESTATE MANAGEMENT GROUP, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 6, 2009	Nov 8, 2011	732	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	LPL FINANCIAL LLC	Sep 6, 2006	Aug 30, 2006	-7	Firm change	Other
EQUITABLE ADVISORS, LLC	NEXT FINANCIAL GROUP, INC.	Feb 15, 2005	Feb 2, 2005	-13	Firm change	Other

Relationships

Registered with (7)

→ CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLCRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ ATLAS WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Dec 2, 2015 to Jul 24, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 8, 2011 to Dec 7, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 30, 2006 to Nov 17, 2011factForm ADV
→ THE ESTATE MANAGEMENT GROUP, INC.Registered adviserregistration: previous registration
Mar 16, 2009 to Nov 6, 2009factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 2, 2005 to Sep 6, 2006factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 4, 2002 to Feb 15, 2005factForm ADV

Dated events

No dated event names this entity yet.