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1792 Alysheba Way Suite 150, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-26 |
| KY | RA | APPROVED | 2025-01-07 |
| MI | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2022-02-14 |
Branch Locations
1792 Alysheba Way Suite 150, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Q2 Wealth Insurance Llc | Lexington | KY | 05/2021 | Present |
| Rite Financial Group Llc | Lexington | KY | 02/2017 | 03/2022 |
| Hurricane Financial Corp | Lexington | KY | 02/2017 | 05/2021 |
| West Jessamine High School | Lexington | KY | 04/2016 | 03/2018 |
| Bubble Suit Rentals Central Kentucky | Nicholasville | KY | 05/2014 | 02/2018 |
| Martin Landscapes | Nicholasville | KY | 05/2016 | 12/2016 |
| Q2 Wealth Management Llc | Lexington | KY | 10/2021 | Present |
Q2 Wealth Insurance LLC; Investment Related; Lexington, KY; Fixed Insurance Sales; Insurance Agent; Employee; Start date 05/2021; 10 hours/month; 2.5 during trading hours; Clerical and Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-01 |
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