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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)26 years in industry

Charles Whitlock Kunzelman

Advisor at QTR FAMILY WEALTH, LLC

LAKE MARY, FL

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Search this name across graphsid dfx:ria:5b104626-4947-43ea-a58c-1c2c69a0c415

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Aug 16, 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: QTR FAMILY WEALTH, LLC
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 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: Jan 11, 2000
First registration: Aug 16, 2002
Dual registered: yes, broker-dealer
Other names: WHIT KUNZELMAN|CHARLES WHITLOCK KUNZELMAN|CHARLES W KUNZELMAN|WHIT KUNZELMAN|WHIT KUNZELMAN|CHARLES KUNZELMAN
IAPD individual key: 4074399

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
QTR FAMILY WEALTH, LLC	Independent wealth	Dec 16, 2024	n/a	yes	LAKE MARY, FL	Current employment
BISON WEALTH, LLC	Former SEC adviser	Oct 31, 2022	Feb 14, 2025	no	ATLANTA, GA\|Lake Mary, FL	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2013	Jun 1, 2022	no	ORLANDO, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 13, 2011	Nov 23, 2012	no	LAKE MARY, FL\|ORLANDO, FL\|ORLANDO, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 27, 2009	Jul 27, 2009	no	ORLANDO, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Nov 26, 2007	Jul 27, 2009	no	ORLANDO, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 3, 2005	Sep 20, 2007	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 21, 2003	Mar 14, 2005	no	ORLANDO, FL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Aug 16, 2002	Apr 23, 2003	no	ATLANTA, GA	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
BISON WEALTH, LLC	QTR FAMILY WEALTH, LLC	Feb 14, 2025	Dec 16, 2024	-60	Firm change after gap	RIA to RIA
SCHWAB WEALTH ADVISORY, INC.	BISON WEALTH, LLC	Jun 1, 2022	Oct 31, 2022	152	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SCHWAB WEALTH ADVISORY, INC.	Nov 23, 2012	Jan 3, 2013	41	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 27, 2009	Apr 13, 2011	625	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 27, 2009	May 27, 2009	-61	Firm change after gap	Other
SUNTRUST INVESTMENT SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES, INC.	Sep 20, 2007	Nov 26, 2007	67	Firm change	Other
UBS FINANCIAL SERVICES INC.	SUNTRUST INVESTMENT SERVICES, INC.	Mar 14, 2005	Aug 3, 2005	142	Firm change	Other
OSAIC FA, INC.	UBS FINANCIAL SERVICES INC.	Apr 23, 2003	Apr 21, 2003	-2	Firm change	Other

Relationships

Registered with (9)

→ QTR FAMILY WEALTH, LLCRegistered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ BISON WEALTH, LLCRegistered adviserregistration: previous registration
Oct 31, 2022 to Feb 14, 2025factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2013 to Jun 1, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 13, 2011 to Nov 23, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
May 27, 2009 to Jul 27, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 26, 2007 to Jul 27, 2009factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 3, 2005 to Sep 20, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 21, 2003 to Mar 14, 2005factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Aug 16, 2002 to Apr 23, 2003factForm ADV

Dated events

Occurred
Feb 14, 2025
Advisor changed firm
Charles Whitlock Kunzelman left Bison Wealth, Llc for Qtr Family Wealth, Llc (registered 2024-12-16)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Charles Whitlock Kunzelman left Schwab Wealth Advisory, Inc. for Bison Wealth, Llc (registered 2022-10-31)
Form ADVobserved 6 days ago