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

ROTHSCHILD CAPITAL PARTNERS

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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

7

Designations

Certified Financial Planner

First registration

Dec 9, 2025

Dual registered

no

IAPD individual key

8199428

• Occurred

  Mar 26, 2026
  Advisor changed firm

  Harrison Cleve Mcquaig left Bogart Wealth, Llc for Rothschild Capital Partners (registered 2026-04-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5b6e3214-59ea-28f4-0032-6fa41d8a93bc

First observed

Dec 9, 2025

Last observed

Sep 15, 2026 4 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.