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

Mar 28, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 28, 2008

First registration

Oct 15, 2008

Dual registered

no

Other names

BRUCE F FITZSIMMONS|Bruce Fitzsimmons

IAPD individual key

5394139

• Occurred

  Oct 19, 2023
  Advisor changed firm

  Bruce Francis Fitzsimmons left United Capital Financial Advisors for Girard Securities, Inc. (registered 2011-10-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48c0b53b-9b2f-bdae-bfc0-8706af23165a

First observed

Oct 15, 2008

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.