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Advisor at Q3 ADVISORS, LLC
San Marcos, TX
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 | Mar 23, 2026 | n/a | yes | San Marcos, TX | Current employment |
| DOMAIN MONEY ADVISORS, LLC | Independent wealth | Apr 20, 2025 | Apr 22, 2026 | no | NEW YORK, NY|Cedar Park, TX | Previous registration |
| Q3 ADVISORS, LLC | No RAUM reported | Jan 30, 2024 | May 23, 2024 | no | Cedar Park, TX | Previous registration |
| A PENNY PLANNED | n/a | Mar 14, 2022 | Dec 31, 2025 | no | CEDAR PARK, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Sep 5, 2017 | Mar 11, 2019 | no | Austin, TX | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Aug 25, 2016 | Sep 13, 2017 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DOMAIN MONEY ADVISORS, LLC | Q3 ADVISORS, LLC | Apr 22, 2026 | Mar 23, 2026 | -30 | Firm change | Other |
| A PENNY PLANNED | Q3 ADVISORS, LLC | Dec 31, 2025 | Jan 30, 2024 | -701 | Firm change after gap | Other |
| Q3 ADVISORS, LLC | DOMAIN MONEY ADVISORS, LLC | May 23, 2024 | Apr 20, 2025 | 332 | Firm change | Other |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | A PENNY PLANNED | Mar 11, 2019 | Mar 14, 2022 | 1,099 | Firm change after gap | Other |
| FSC SECURITIES CORPORATION | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Sep 13, 2017 | Sep 5, 2017 | -8 | Firm change | Other |