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1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-11-28 |
Branch Locations
1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henriott Group | Lafayette | IN | 10/2001 | 08/2018 |
| Q4 Advisors | Lafayette | IN | 10/2018 | Present |
| Wealth Advisory Solutions, Llc | Zionsville | IN | 11/2019 | Present |
1) I am President of Q4 Advisors in Lafayette, IN which I founded in October of 2018. Q4 Advisors specializes in insurance based products such as life insurance, annuities and long term care. Rick Davis dedicates 10 hours a week to Q4 Advisors, some of which are during trading hours. 2) Stridz, LLC; Not investment related; 17 S. 6th St., Lafayette, IN 47905; Personal finance app meant to help educate young adults; Founder/President; Founder/President; 2/2024; 5 hours a month; 5 hours during securities trading hours; Ongoing development suggestions, marketing/promotion. 3) Purdue University; Not investment related; West Lafayette, IN; Teaching; Continuing Lecturer; Lecturer; 01/2019; 24-30 hrs/month while college is in session; 24 hrs/month during securities trading hours while college is in session; Teaching Entrepreneurship and Innovation as part of Purdue's ENTR Certificate program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-30 |
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