Talon B. Pitchforth

Q2 FINANCIAL

THORNTON, CO

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CRD#: 7418180

Professional summary

Talon Bryce Pitchforth is a registered financial advisor currently at Q2 FINANCIAL located in Thornton, Colorado.

Talon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Talon has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Talon Bryce Pitchforth'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 31, 2026 - Present

Q2 FINANCIAL

RIA

CRD#: 340519

THORNTON, CO

Past

September 19, 2024 - March 4, 2026

CHAUNER SECURITIES, INC.

CRD#: 10075

Holladay, UT

Past

August 8, 2024 - May 22, 2026

INTERWISE

RIA

CRD#: 316746

HOLLADAY, UT

Past

August 13, 2021 - August 9, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

July 30, 2021 - August 9, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

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

Colorado
(3/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/10/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/15/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/13/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/12/2021

Securities Industry Essentials Examination

Current Firm

Q2 FINANCIAL

Q2 FINANCIAL | Q2 FINANCIAL, LLC

CRD#: 340519 / SEC#:

Colorado

Registered Investment Advisory firm - (3/31/2026 Approved)

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Contact information

Main Address

Thornton, CO

Mailing Address

Phone number

(720) 388-5073

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Talon B. Pitchforth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Talon Bryce Pitchforth's CRS (Customer Relationship Summary).

Certified licenses

Experience

Q2 FINANCIAL

CHAUNER SECURITIES, INC.

INTERWISE

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/10/2021

Series 65

Date: 5/15/2020

Series 7TO

Date: 8/13/2021

SIE

Date: 7/12/2021

Current Firm

Q2 FINANCIAL

Contact information

Documents

Red Flags

Company Information

Q2 FINANCIAL

TRUST BUT VERIFY

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