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Quintan Adam Kocher

Expand Financial, LLC

Littleton, CO

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Current Employers
Expand Financial, Llc

Littleton, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-05
OH RA APPROVED 2012-03-27
  • TX RA
    APPROVED_RES
    Since 2022-01-05
  • OH RA
    APPROVED
    Since 2012-03-27

Branch Locations

Littleton, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Benefit Solutions Mansfield OH 10/2011 09/2019
July Business Services Waco TX 10/2019 03/2021
Expand Financial, Llc F/K/A Boa, Llc Mansfield OH 04/2012 Present
  • 10/2011 → 09/2019
    Summit Benefit Solutions
    Mansfield, OH
  • 10/2019 → 03/2021
    July Business Services
    Waco, TX
  • 04/2012 → Present
    Expand Financial, Llc F/K/A Boa, Llc
    Mansfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-26
  • S65 Uniform Investment Adviser Law Examination
    2012-03-26

View on SEC IAPD

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