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 PORTFOLIO MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Dec 30, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

2

Registered states

2

Exams

S66

First exam

Dec 30, 2009

First registration

Jan 1, 2010

Dual registered

no

Other names

Maria Lee

IAPD individual key

5512674

• Occurred

  Jun 21, 2023
  Advisor changed firm

  Maria Cutter left Raymond James & Associates, Inc. for Quantum Portfolio Management, Llc (registered 2023-05-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ed400aa-5d4a-037d-1baa-727d1612f995

First observed

Jan 1, 2010

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.