CHAD MORTIMORE is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with Q3 ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| Q3 ADVISORS, LLC | 2025-12-04 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-01 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-08-15 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-03-21 | 2024-06-27 | — |