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Quentin Kerrick Bubb

Kwb Wealth

Redlands, CA

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Current Employers
Kwb Wealth

1782 Orange Tree Lane, Redlands, CA 92374 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-05-22
TX RA APPROVED_RES 2020-05-22
  • CA RA
    APPROVED
    Since 2020-05-22
  • TX RA
    APPROVED_RES
    Since 2020-05-22

Branch Locations

1782 Orange Tree Lane, Redlands, CA 92374 • 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
Kwb Wealth Managers Group Redlands CA 10/2014 05/2020
Lpl Financial, Llc Redlands CA 11/2015 Present
Kwb Wealth Redlands CA 05/2020 Present
  • 10/2014 → 05/2020
    Kwb Wealth Managers Group
    Redlands, CA
  • 11/2015 → Present
    Lpl Financial, Llc
    Redlands, CA
  • 05/2020 → Present
    Redlands, CA
Other Businesses

1. 5/26/2020 - KWB Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2019 - 8 Hours Per Month/0 Hours During Securities Trading. 2. 5/27/2020 - KWB Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/18/2020 - 10 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/21/2022 - Eagle Hawk - Not Investment Related - 650 S LA SALLE ST., Redlands, CA 92374 - Outside/W-2 Employment - Assistant property manager - Start Date: 08/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-14
  • S66 Uniform Combined State Law Examination
    2016-01-14

View on SEC IAPD

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