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Advisor at Q3 ADVISORS, LLC
Fort Myers, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Q3 ADVISORS, LLC | No RAUM reported | Dec 9, 2024 | n/a | yes | Fort Myers, FL | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jun 10, 2024 | Nov 19, 2024 | no | Tampa, FL|PLANO, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 4, 2019 | Jan 14, 2020 | no | Indianapolis, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | Q3 ADVISORS, LLC | Nov 19, 2024 | Dec 9, 2024 | 20 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | FISHER INVESTMENTS | Jan 14, 2020 | Jun 10, 2024 | 1,609 | Firm change after gap | Ibd to RIA |