DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner33 years in industry

KIMBERLY A. QUINN

Advisor at KSQ FINANCIAL SERVICES LLC

HALIFAX, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a9c8725-e1f3-c16c-44eb-a01883d71724

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KSQ FINANCIAL SERVICES LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 3, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S65|S63
First exam: Mar 3, 1993
First registration: Sep 11, 2002
Dual registered: no
Other names: KIMBERLY ANNE LANGLOIS|KIM TRAINOR|KIMBERLY ANNE TRAINOR|KIMBERLY ANNE SEGAL|KIMBERLY A. SEGAL
IAPD individual key: 2320442

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KSQ FINANCIAL SERVICES LLC	State registered	Nov 18, 2024	n/a	yes	HALIFAX, MA	Current employment
CATALYST INVESTMENT MANAGEMENT LLC	Independent wealth	Jun 19, 2019	Feb 5, 2025	no	WINDHAM, NH\|WINDHAM, NH\|Pembroke, MA\|NORWELL, MA\|HALIFAX, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 12, 2016	Jul 10, 2019	no	DANVERS, MA\|NORWELL, MA	Previous registration
TIMESCALE FINANCIAL, INC.	Former SEC adviser	Nov 18, 2015	Jul 21, 2016	no	DANVERS, MA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 11, 2002	Nov 12, 2015	no	Hingham, MA\|Hingham, MA\|Boston, MA\|BRAINTREE, MA\|Boston, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CATALYST INVESTMENT MANAGEMENT LLC	KSQ FINANCIAL SERVICES LLC	Feb 5, 2025	Nov 18, 2024	-79	Firm change after gap	RIA to state RIA
LPL FINANCIAL LLC	CATALYST INVESTMENT MANAGEMENT LLC	Jul 10, 2019	Jun 19, 2019	-21	Firm change	RIA to RIA
TIMESCALE FINANCIAL, INC.	LPL FINANCIAL LLC	Jul 21, 2016	Sep 12, 2016	53	Firm change	Other
CHARLES SCHWAB & CO., INC.	TIMESCALE FINANCIAL, INC.	Nov 12, 2015	Nov 18, 2015	6	Firm change	Other

Relationships

Registered with (5)

→ KSQ FINANCIAL SERVICES LLCRegistered adviserregistration: current employment
Nov 18, 2024 to presentfactForm ADV
→ CATALYST INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 19, 2019 to Feb 5, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 12, 2016 to Jul 10, 2019factForm ADV
→ TIMESCALE FINANCIAL, INC.Registered adviserregistration: previous registration
Nov 18, 2015 to Jul 21, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 11, 2002 to Nov 12, 2015factForm ADV

Dated events

Occurred
Feb 5, 2025
Advisor changed firm
Kimberly A. Quinn left Catalyst Investment Management Llc for Ksq Financial Services Llc (registered 2024-11-18)
Form ADVobserved 4 days ago