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Q2 Wealth Management LLC

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Company Details

Name: Q2 Wealth Management LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Apr 2021 (4 years ago)
Organization Date: 09 Apr 2021 (4 years ago)
Last Annual Report: 02 Jan 2025 (6 months ago)
Managed By: Managers
Organization Number: 1144086
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40509
City: Lexington
Primary County: Fayette County
Principal Office: 1792 Alysheba Way Ste 150, Lexington, KY 40509
Place of Formation: KENTUCKY

Registered Agent

Name Role
RAYMOND M BACKERS Registered Agent
Raymond M Backers Registered Agent

Manager

Name Role
Raymond M Backers Manager

Organizer

Name Role
Raymond M Backers Organizer
Raymond B Backers Organizer

Form 5500 Series

Employer Identification Number (EIN):
863307520
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:

Assumed Names

Name Status Expiration Date
Q2 WEALTH Active 2027-05-13
Q2 WEALTH MANAGEMENT Active 2026-05-12

Filings

Name File Date
Annual Report 2025-01-02
Annual Report 2024-02-20
Amended Assumed Name 2023-07-10
Principal Office Address Change 2023-04-06
Registered Agent name/address change 2023-04-06

Trademarks

Serial Number:
97764540
Mark:
Q2 WEALTH
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2023-01-23
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
Q2 WEALTH

Goods And Services

For:
Advice on finance during retirement; Consulting and information concerning insurance; Estate planning; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance consultation; Insurance risk manageme...
First Use:
2021-10-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98749081
Mark:
Q2 WEALTH
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-09-13
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
Q2 WEALTH

Goods And Services

For:
Advice on finance during retirement; Consulting and information concerning insurance; Estate planning; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance and financial information and consult...
First Use:
2021-05-21
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98270894
Mark:
Q5 WEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-11-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
Q5 WEALTH

Goods And Services

For:
Advice on finance during retirement; Consulting and information concerning insurance; Estate planning; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance consultation; Insurance information a...
First Use:
2025-02-11
International Classes:
036 - Primary Class
Class Status:
Active

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Sources: Kentucky Secretary of State