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Advisor at QUANTUM PORTFOLIO MANAGEMENT, LLC
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| INDEX TECHNOLOGIES GROUP LLC | Other adviser | Nov 6, 2023 | n/a | yes | NEW YORK, NY | Current employment |
| QUANTUM PORTFOLIO MANAGEMENT, LLC | Mixed wealth | May 19, 2023 | n/a | yes | NEW YORK, NY | Current employment |
| ASHTON THOMAS SECURITIES, LLC | Independent wealth | May 20, 2024 | Jun 25, 2025 | no | New York, NY|ROCHESTER, NY | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jan 15, 2020 | Jun 21, 2023 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | n/a | Jun 25, 2025 | n/a | n/a | Departure no registered destination | Departure |
| RAYMOND JAMES & ASSOCIATES, INC. | QUANTUM PORTFOLIO MANAGEMENT, LLC | Jun 21, 2023 | May 19, 2023 | -33 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:326280:NY:2023-06-21 | Jun 21, 2023 | May 19, 2023 | NEW YORK, NY | Firm change after gap |