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.

Current firm

Q2 WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65

First exam

May 4, 2015

First registration

May 13, 2015

Dual registered

no

IAPD individual key

6490814

• Occurred

  Mar 31, 2022
  Advisor changed firm

  Raymond Martin Backers left Rite Financial Group for Q2 Wealth Management (registered 2021-10-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1dc53a1e-a6ef-993b-633e-78f393a681d8

First observed

May 13, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.