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Chad Mortimore

Q3 Advisors, LLC

Sparks, NV

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Current Employers
Q3 Advisors, Llc

Arvada, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-04
NV RA APPROVED 2025-12-04
  • CA RA
    APPROVED
    Since 2025-12-04
  • NV RA
    APPROVED
    Since 2025-12-04

Branch Locations

Sparks, NV • 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
Charles Schwab & Co., Inc. Reno NV 08/2021 05/2024
Charles Schwab Bank, Ssb Reno NV 08/2021 05/2024
Bank Of America Reno NV 04/2020 07/2021
City Of Sparks Sparks NV 01/2016 03/2020
Nevada Air National Guard Reno NV 04/2014 06/2024
Reed High School/University Of Nevada Reno Reno NV 12/2011 12/2019
Fidelity Investments Reno NV 06/2024 Present
Fidelity Investments Boston MA 03/2025 10/2025
Q3 Advisors, Llc Boulder CO 10/2025 Present
  • 08/2021 → 05/2024
    Charles Schwab & Co., Inc.
    Reno, NV
  • 08/2021 → 05/2024
    Charles Schwab Bank, Ssb
    Reno, NV
  • 04/2020 → 07/2021
    Bank Of America
    Reno, NV
  • 01/2016 → 03/2020
    City Of Sparks
    Sparks, NV
  • 04/2014 → 06/2024
    Nevada Air National Guard
    Reno, NV
  • 12/2011 → 12/2019
    Reed High School/University Of Nevada Reno
    Reno, NV
  • 06/2024 → Present
    Fidelity Investments
    Reno, NV
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Q3 Advisors, Llc
    Boulder, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-03-11
Designations

View on SEC IAPD

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