Amos Michael Sheena

Employer firm

Q3 Asset Management Corporation CRD 137839

$795M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Periodicals / newsletters
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Q3 Asset Management
  Birmingham, MI

Previous Registrations

• 2011-05-17 → 2012-12-31
  Q3 Asset Management Corporation
  Birmingham, MI
• 2008-10-28 → 2011-05-09
  Trustee Empowerment & Protection, Inc.
  Troy, MI

Other Businesses

REGISTRANT IS AN INDEPENDENTLY LICENSED INSURANCE AGENT. THE TIME SPENT ON THIS ACTIVITY, LOCATED AT THE ADVISER'S MAIN OFFICE ADDRESS, MAY VARY THROUGHOUT THE YEAR BUT WILL GENERALLY INVOLVE UP TO 10% OF THE REGISTRANT'S TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-15
• S63 Uniform Securities Agent State Law Examination
  2001-06-29

Other Names

• Amos M Sheena