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.

Current firm

VICTORY FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1982earliest registration or exam on IAPD

Years in industry

44derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Apr 25, 2014

First registration

Jun 29, 2015

Dual registered

yes, broker-dealer

Other names

Charlie Munsell

IAPD individual key

5822806

• Occurred

  Mar 17, 2026
  Advisor changed firm

  Charles M. Munsell left Isc Advisors, Inc. for Victory Financial (registered 2026-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4f2ddd20-30fe-48be-f4e5-eb3e310543b3

First observed

Jun 29, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.