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CRD 326819
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TIMOTHY RUSSELL HARDER | n/a | DALLAS, TX | 3 | 19 | 3 | no |
| JEFFREY MICHAEL SEVERE | n/a | HIGHLANDS RANCH, CO | DALLAS, TX | 3 | 31 | 1 | no |
| BRANDON M ROSS | n/a | DALLAS, TX | Irving, TX | 3 | 28 | 4 | no |
| MARKHAM RAY HAWKINS | n/a | HIGHLANDS RANCH, CO | DALLAS, TX | 3 | 15 | 1 | no |
| MATTHEW TAYLOR DAVIS | Certified Financial Planner | DALLAS, TX | 3 | 10 | 1 | no |
| MATTHEW AARON BENNETT | Certified Financial Planner | DALLAS, TX | 3 | 14 | 1 | no |
| CHRISTOPHER RICHARD MOHRING | Certified Financial Planner | DALLAS, TX | 3 | 12 | 2 | no |
| ANDREW TAYLOR WAGNER | Certified Financial Planner | HIGHLANDS RANCH, CO | DALLAS, TX | 3 | 12 | 2 | no |
| JAMES EDWARD WARBURTON | Certified Financial Planner | DALLAS, TX | 3 | 13 | 1 | no |
| JARED THOMAS DAVIS | n/a | DALLAS, TX | 3 | 10 | 1 | no |
| JOSEPH THOMAS CALHOUN | Certified Financial Planner | DALLAS, TX | HIGHLANDS RANCH, CO | 3 | 10 | 1 | no |
| KEVIN JOHN WILSON | n/a | DALLAS, TX | 3 | 11 | 1 | no |
| JONATHAN ADAM BLUMENTHAL | n/a | Irving, TX | DALLAS, TX | 3 | 26 | 4 | no |
| LARRY DALE JACKSON | n/a | DALLAS, TX | Irving, TX | 3 | 23 | 7 | no |
| BRUCE FRANCIS FITZSIMMONS | n/a | Randolph, NJ | DALLAS, TX | 3 | 18 | 5 | no |
| BRIAN R WEATHERLY | Certified Financial Planner | DALLAS, TX | Irving, TX | 3 | 14 | 2 | no |
| CARLOS Garrett GUIDOTTI | n/a | HIGHLANDS RANCH, CO | DALLAS, TX | 2 | 10 | 1 | no |
| LUCAS BAKER | n/a | DALLAS, TX | Irving, TX | 2 | 10 | 1 | no |
| Colin Sam Faulk | Certified Financial Planner | HOUSTON, TX | DALLAS, TX | 2 | 11 | 2 | no |
| Matthew Randall Frost | Certified Financial Planner | DALLAS, TX | SAN ANTONIO, TX | 2 | 10 | 1 | no |
| Lauren Taylor Britt | n/a | Houston, TX | DALLAS, TX | 2 | 13 | 1 | no |
| JOHN LUCAS VACLAVIK | Certified Financial Planner | DALLAS, TX | HOUSTON, TX | 1 | 10 | 2 | no |
| Shai Matthew Spiegel Brown | n/a | MORRISTOWN, NJ | DALLAS, TX | 1 | 12 | n/a | no |
| ZACHARY DONALD RUMPKE | n/a | HIGHLANDS RANCH, CO | DALLAS, TX | 1 | 12 | 1 | no |
| Brady Christopher Davis | n/a | DALLAS, TX | 1 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLUMENTHAL, JONATHAN, Adam | MANAGING MEMBER | Na | yes | 09/2023 | Apr 29, 2026 | Apr 29, 2026 |
| HARDER, TIMOTHY, RUSSELL | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | Na | yes | 09/2023 | Apr 29, 2026 | Apr 29, 2026 |
| QUOTIENT WEALTH INTERMEDIATE | Member | E | yes | 09/2025 | Apr 29, 2026 | Apr 29, 2026 |
| ROSS, BRANDON, M | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | Na | yes | 09/2023 | Apr 29, 2026 | Apr 29, 2026 |
| BLUMENTHAL, JONATHAN, Adam | Manager | E | yes | 09/2023 | Sep 1, 2023 | Nov 12, 2024 |
| GOHGEH INC. | Member | B | yes | 09/2023 | Sep 7, 2023 | Nov 12, 2024 |
| HARDER, TIMOTHY, RUSSELL | Manager | E | yes | 09/2023 | Sep 1, 2023 | Nov 12, 2024 |
| MKBZEP CORP. | Member | C | yes | 09/2023 | Sep 7, 2023 | Nov 12, 2024 |
| ROSS, BRANDON, M | Manager | E | yes | 09/2023 | Sep 1, 2023 | Nov 12, 2024 |
| SARHLR INC. | Member | C | yes | 09/2023 | Sep 7, 2023 | Nov 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| QUOTIENT TAX TRUST AND ESTATE SERVICES, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Houston | TX | United States | 10 | no |
| HIGHLANDS RANCH | Co | United States | 7 | no |
| Morristown | Nj | United States | 2 | no |
| SAN ANTONIO | TX | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $4.6B | $4.6B | 60 | 29 | 5 | n/a | n/a |
| 2024 | Mar 26, 2025 | $3.5B | $3.5B | 51 | 26 | 4 | n/a | n/a |
| 2023 | Mar 28, 2024 | $3.1B | $3.1B | 39 | 21 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 0 | 5 | 0.0% | 2 | 0 | 0 | 13 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.6B | $3.5B | 30.3% | n/a | n/a | 60 | 51 | 5 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | 2 | Oct 19, 2023 | Sep 1, 2023 | MANDEVILLE, LA | Team lift out | Ibd to new firm | 0.7% |
| UNITED CAPITAL FINANCIAL ADVISORS | 5 | Oct 13, 2023 | Jan 18, 2024 | HIGHLANDS RANCH, CO | Team lift out | Ibd to new firm | 1.8% |
| UNITED CAPITAL FINANCIAL ADVISORS | 10 | Oct 13, 2023 | May 22, 2024 | IRVING, TX | Team lift out | Ibd to new firm | 3.5% |