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

QUANTUM WEALTH STRATEGIES, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 17, 2017

First registration

Aug 28, 2017

Dual registered

no

Other names

STEVE LEE RICHARDSON

IAPD individual key

6530672

• Occurred

  Apr 12, 2023
  Advisor changed firm

  Stephen Lee Richardson left Raymond James Financial Services Advisors, Inc for Quantum Wealth Strategies, Llc (registered 2023-05-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0e5039eb-c2d4-c2cf-a38b-9d7ec20b623b

First observed

Aug 28, 2017

Last observed

Sep 14, 2026 5 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.