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RIA / WealthAdvisor28 years in industry

CHARLES HENRY TUNE

Advisor at CHT GROUP, INC.

EL PASO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 12, 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: CHT GROUP, INC.
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: Oct 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 6, 1998
First registration: Feb 12, 2002
Dual registered: no
Other names: CHARLES H TUNE
IAPD individual key: 3121530

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
CHT GROUP, INC.	State registered	Jan 23, 2026	n/a	yes	EL PASO, TX	Current employment
CHT GROUP, INC.	State registered	Jan 14, 2019	Dec 31, 2025	no	EL PASO, TX	Previous registration
CHT GROUP, INC.	State registered	Mar 20, 2013	Dec 31, 2018	no	EL PASO, TX	Previous registration
CFO SOLUTIONS LLC	n/a	Feb 13, 2009	Jul 11, 2017	no	EL PASO, TX	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Oct 8, 2004	Dec 31, 2004	no	EL PASO, TX	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Oct 6, 2004	Oct 29, 2009	no	EL PASO, TX	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Jan 7, 2004	Jul 26, 2004	no	EL PASO, TX	Previous registration
XELAN INVESTMENT SERVICES, INC.	n/a	Feb 12, 2002	Jan 30, 2003	no	EL PASO, TX	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
CFO SOLUTIONS LLC	CHT GROUP, INC.	Jul 11, 2017	Mar 20, 2013	-1,574	Firm change after gap	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	XELAN FINANCIAL PLANNING, INC.	Oct 29, 2009	Oct 8, 2004	-1,847	Firm change after gap	Other
XELAN FINANCIAL PLANNING, INC.	CFO SOLUTIONS LLC	Dec 31, 2004	Feb 13, 2009	1,505	Firm change after gap	Other
XELAN FINANCIAL PLANNING, INC.	GREENBOOK INVESTMENT MANAGEMENT, INC.	Jul 26, 2004	Oct 6, 2004	72	Firm change	Other
XELAN INVESTMENT SERVICES, INC.	XELAN FINANCIAL PLANNING, INC.	Jan 30, 2003	Jan 7, 2004	342	Firm change	Other

Relationships

Registered with (5)

→ CHT GROUP, INC.Registered adviserregistration: previous registration
Jan 14, 2019 to Dec 31, 2025factForm ADV
→ CFO SOLUTIONS LLCRegistered adviserregistration: previous registration
Feb 13, 2009 to Jul 11, 2017factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 6, 2004 to Oct 29, 2009factForm ADV
→ XELAN FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Oct 8, 2004 to Dec 31, 2004factForm ADV
→ XELAN INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 12, 2002 to Jan 30, 2003factForm ADV

Dated events

No dated event names this entity yet.