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1792 Alysheba Way Suite 150, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-27 |
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 Management Llc | Lexington | KY | 01/2024 | 11/2024 |
| Q2 Wealth Insurance Llc | Lexington | KY | 01/2024 | 11/2024 |
| Amazon | Lexington | KY | 01/2022 | 02/2024 |
| University Of Kentucky | Lexington | KY | 08/2020 | 12/2022 |
| Cvs Health | Georgetown | KY | 02/2020 | 08/2020 |
| Hazard Community & Technical College | Hazard | KY | 01/2018 | 05/2020 |
| Hazard Community & Technical College | Hindman | KY | 08/2017 | 12/2017 |
| Knott County Central High School | Hindman | KY | 08/2013 | 05/2017 |
| Q2 Wealth Management Llc | Lexington | KY | 11/2024 | Present |
| Q2 Wealth Insurance Llc | Lexington | KY | 11/2024 | Present |
Q2 Wealth Insurance LLC; investment-related; Lexington, KY; Fixed insurance sales; Compliance Associate; Employee; Start date 1/08/2024; 10 hours/month; 2.5 during trading hours; Clerical
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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