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, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jun 9, 2023

First registration

Mar 12, 2024

Dual registered

no

Other names

ZACHARY DONALD RUMPKE|ZACHARY RUMPKE

IAPD individual key

7698079

• Occurred

  Feb 28, 2025
  Advisor changed firm

  Zachary Donald Rumpke left Fidelity Personal And Workplace Advisors for Quotient Wealth Partners, Llc (registered 2025-05-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1fa99418-ccdd-09f8-1886-20259e07c107

First observed

Mar 12, 2024

Last observed

Sep 14, 2026 7 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.