Quintin Andrew Hogrefe

Current Employers

Employment History

• 11/2014 → 01/2018
  Lpl Financial, Llc
  Town And Country, MO
• 12/2014 → 03/2025
  Tap Consulting, Llc (Dba: Genex Consulting)
  Town And Country, MO
• 01/2018 → Present
  Private Client Services
  Louisville, KY
• 11/2024 → Present
  Summit Financial, Llc
  Kirkwood, MO

Previous Registrations

• 2019-02-21 → 2025-03-28
  Genex Consulting
  Kirkwood, MO
• 2016-11-18 → 2018-12-31
  Genex Consulting
  Kirkwood, MO
• 2014-11-26 → 2017-07-14
  Lpl Financial Llc
  Town & Country, MO
• 2012-02-27 → 2014-11-24
  Cliftonlarsonallen Wealth Advisors, Llc
  St. Louis, MO
  Minneapolis, MN
  St. Louis, MO
  Minneapolis, MN
  St. Louis, MO
• 2010-07-06 → 2012-02-27
  Clifton Gunderson Wealth Advisors
  St. Louis, MO
  St. Louis, MO
• 2005-04-12 → 2010-06-30
  Avantax Planning Partners, Inc.
  St. Louis, MO

Other Businesses

1) Non-investment related insurance sales through various carriers. 2) Gateway Huskers, University of NE Alumni group Volunteer board member. 2 hrs/month not during trading hrs. 3) Heron Bay Condo Owners Association - Board of Directors. 1442 Heron Bay Drive, Osage Beach, MO 65065. Volunteer with fellow condo owners to review and approve maintenance and improvement requests. Resolve disagreements between owners. Vice President, one of five board members. 2 hours/mo; 0 during trading hours. 4) Offers Insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company of Summit which is licensed to sell various insurance products. Mr. Hogrefe earns both cash and non-cash compensation based on sales of these products. 5) Summit Financial dba Genex Consulting; Investment related: 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-06
• S63 Uniform Securities Agent State Law Examination
  2002-01-16