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Harrison Quinn

HDQ WEALTH
OVERLAND PARK, KS
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CRD#: 6668694
HQ

Professional summary


Harrison Quinn is a registered financial advisor currently at HDQ WEALTH located in Overland Park, Kansas.

Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Harrison has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) VOICES AND MODELS LLC; 2009 BALTIMORE AVE, KANSAS CITY, MO, 64108; NON-INVESTMENT RELATED; MODEL & TALENT AGENCY; MODEL; START DATE=07/2018; HRS/MO=5; TRADING HRS/MO=3. 2) QUINN REAL ESTATE CO; 15111 METCALF AVE, OVERLAND PARK, KS, 66223; NON-INVESTMENT RELATED; REAL ESTATE BROKERAGE & DEVELOPMENT; CONTRACTED WORKER; START DATE=11/2014; HRS/MO=5; TRADING HRS/MO=3; ASSIST WITH MARKETING & BUSINESS DEVELOPMENT. 3) WHPH LLC; 10823 W 164TH ST, OVERLAND PARK, KS 66221; NON-INVESTMENT RELATED; MARKETING, CONSULTING, BRANDING, SOCIAL MEDIA ENGAGEMENT, PROMOTIONAL SERVICES; FOUNDER AND MANAGING PARTNER; 07/2020; APPROXIMATELY 5 HOURS PER MONTH DURING NON-TRADING HOURS; SOLE OFFICER/EMPLOYEE OVERSEEING OPERATIONS. 4) MESNER PUPPET THEATER; NON-INVESTMENT RELATED; 1006 LINWOOD BLVD, KANSAS CITY, MO 64109; NON-PROFIT ORGANIZATION; TREASURER; 11/2018; APPROXIMATELY 5 HOURS PER MONTH DURING NON-TRADING HOURS; APPROVE BUDGETS AND LARGE SPENDS. 5) BONE LLC; NON-INVESTMENT RELATED; 10823 W 164TH ST., OVERLAND PARK, KS 66221; ONLINE CLOTHING BOUTIQUE, FASHION, DESIGN, CONSULTATION; MINORITY MEMBER AND OPERATIONS MANAGER; 08/2021; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; ASSIST WITH SALES, INVENTORY, AND BUSINESS STRATEGY. 6) YZ VENTURES LLC; NON-INVESTMENT RELATED; 10823 W 164TH ST., OVERLAND PARK, KS 66221; CORPORATE CONSULTING FIRM; CO-FOUNDER AND MANAGING MEMBER; 09/2022; APPROX. 4 HOURS PER MONTH DURING NON-TRADING HOIURS; APPROX. 2 HOURS PER MONTH DURING TRADING HOURS; ADVISING OTHER COMPANIES ON GROWTH, MARKETING, OPERATIONS, AND STRATEGY.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Harrison Quinn's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 26, 2021 - Present

HDQ WEALTH

Office #2: 1100 Main Street Ste. 400, Kansas City, MO 64105
RIA
CRD#: 313427
OVERLAND PARK, KS
Past

December 17, 2019 - April 6, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
OVERLAND PARK, KS
Past

November 21, 2019 - April 6, 2021

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
OVERLAND PARK, KS
Past

April 2, 2019 - October 24, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Overland Park, KS
Past

December 18, 2018 - October 24, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Overland Park, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/14/2021)
IAR
Florida
(7/28/2021)
IAR
Kansas
(6/24/2021)
IAR
Louisiana
(6/24/2021)
IAR
Missouri
(4/7/2021)
IAR
Texas
(3/26/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/18/2018
General Securities Representative Examination
General Industry/Product Exam

Current Firm


HW
HDQ WEALTH
HDQ WEALTH | NOMAD INVESTOR | HDQ WEALTH LLC

CRD#: 313427 / SEC#:

California
Registered Investment Advisory firm - (9/14/2021 Approved)
Florida
Registered Investment Advisory firm - (7/28/2021 Approved)
Kansas
Registered Investment Advisory firm - (6/24/2021 Approved)
Louisiana
Registered Investment Advisory firm - (6/24/2021 Approved)
Missouri
Registered Investment Advisory firm - (4/7/2021 Approved)
Texas
Registered Investment Advisory firm - (3/17/2021 Conditional Restricted)
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Contact information


Main Address
1100 Main Street Ste. 400, Kansas City, MO 64105
Mailing Address
Phone number
(913) 283-4423
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts89
AUM (Assets Under Management)$ 32,154,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HDQ WEALTH

CRD#: 313427Overland Park, KS

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