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.

Current firm

QUOTIENT WEALTH PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 16, 2019

First registration

Sep 18, 2019

Dual registered

no

Other names

JOHN L. VACLAVIK|JOHN VACLAVIK

IAPD individual key

6965064

• Occurred

  Aug 14, 2024
  Advisor changed firm

  John Lucas Vaclavik left Oak Harvest Investment Services for Quotient Wealth Partners, Llc (registered 2024-11-08)

  Form ADVobserved 4 days ago
• Occurred

  Jan 9, 2023
  Advisor changed firm

  John Lucas Vaclavik left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Oak Harvest Investment Services (registered 2023-01-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:00caea91-5a48-484d-d036-047cd3c04b25

First observed

Sep 18, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.