Kevin Quay Williams

Current Employers

Employment History

• 08/1991 → Present
  K.Q. Williams & Associates, Pc
  Bowie, MD
• 01/2005 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 08/2022
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 08/2022
  Grove Point Investments, Llc
  Rockville, MD
• 08/2022 → Present
  Independent Financial Group, Llc
  Bowie, MD
• 01/2000 → Present
  Williams Financial Services/Kq Willilams Financial Services
  Bowie, MD

Previous Registrations

• 2021-04-01 → 2022-08-08
  Grove Point Advisors, Llc
  Rockville, MD
  Bowie, MD
  Rockville, MD
• 2005-01-03 → 2021-04-01
  Grove Point Investments, Llc
  Bowie, MD
  Bowie, MD
• 1998-02-20 → 2004-12-31
  Medallion Advisory Services, Llc
  Bowie, MD

Other Businesses

(1) WILLIAMS FINANCIAL SERVICES CORP. POSITION: OWNER NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/1998 ADDRESS: 4000 Mitchellville Road, Suite B226, Bowie MD 20716, United States DESCRIPTION: DBA FOR MARKETING PURPOSES. (2) K.Q. WILLIAMS & ASSOCIATES, PC POSITION: OWNER NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 80 START DATE: 08/01/1991 ADDRESS: 4000 Mitchellville Road, Suite B226, Bowie MD 20716, United States DESCRIPTION: TAX & ACCOUNTING. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/01/1998 ADDRESS: 4000 Mitchellville Road, Suite B226, Bowie MD 20716, United States DESCRIPTION: OUTSIDE INSURANCE. (4) FAMILY TRUSTS POSITION: TRUSTEE NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2022 ADDRESS: 4000 Mitchellville Road, Suite B226, Bowie MD 20716, United States DESCRIPTION: TRUSTEE OF FAMILY TRUSTS. (5) KQ WILLIAMS FINANCIAL SERVICES CORP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 4000 Mitchellville Road, Suite B226, Bowie MD 20716, United States DESCRIPTION: DBA Name for Marketing Purposes (6) CHURCH DEACON POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2024 ADDRESS: 1306 Riedel Road, Gambrills MD 21054, United States DESCRIPTION: As Church Deacon, I assist the elders of the church, primarily, as it relates to the church services, facilities, and care for the congregation. I am also invited to attend finance committee meetings, that occur approximately twice a year.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-27
• S65 Uniform Investment Adviser Law Examination
  1998-01-27

Designations