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Advisor at QUOTIENT WEALTH PARTNERS, LLC
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| QUOTIENT WEALTH ASSET MANAGEMENT, LLC | No RAUM reported | Oct 2, 2025 | n/a | yes | DALLAS, TX | Current employment |
| QUOTIENT WEALTH PARTNERS, LLC | Independent wealth | Sep 1, 2023 | n/a | yes | DALLAS, TX | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Oct 21, 2011 | Oct 13, 2023 | no | HIGHLANDS RANCH, CO|HIGHLANDS RANCH, CO|IRVING, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 11, 2008 | Nov 7, 2011 | no | HIGHLANDS RANCH, CO | Previous registration |
| KUMMER FINANCIAL STRATEGIES, INC. | Former SEC adviser | Nov 10, 2006 | Feb 13, 2008 | no | HIGHLANDS RANCH, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | QUOTIENT WEALTH PARTNERS, LLC | Oct 13, 2023 | Sep 1, 2023 | -42 | Firm change after gap | Ibd to new firm |
| LPL FINANCIAL LLC | UNITED CAPITAL FINANCIAL ADVISORS | Nov 7, 2011 | Oct 21, 2011 | -17 | Firm change | Other |
| KUMMER FINANCIAL STRATEGIES, INC. | LPL FINANCIAL LLC | Feb 13, 2008 | Mar 11, 2008 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:326819:TX:2023-10-13 | Oct 13, 2023 | Sep 1, 2023 | IRVING, TX | Firm change after gap |