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Advisor at QUANTUM FINANCIAL PARTNERS LLC
OVERLAND PARK, KS
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 |
|---|---|---|---|---|---|---|
| QUANTUM FINANCIAL PARTNERS LLC | Independent wealth | Jan 2, 2025 | n/a | yes | OVERLAND PARK, KS | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 17, 2015 | Jan 8, 2025 | no | LAWRENCE, KS|SALINA, KS|MISSION WOODS, KS|SALINA, KS|Kansas City, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | QUANTUM FINANCIAL PARTNERS LLC | Jan 8, 2025 | Jan 2, 2025 | -6 | Firm change | Wirehouse to RIA |