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

QUARTZ PARTNERS INVESTMENT MANAGEMENT

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

Sep 11, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 11, 2006

First registration

Jul 3, 2009

Dual registered

no

Other names

DAVID STOCK

IAPD individual key

5189740

• Occurred

  Jun 8, 2026
  Advisor changed firm

  David Joseph Stock left Athenainvest Advisors Llc for Quartz Partners Investment Management (registered 2026-06-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d127ed2-2c69-928b-e97c-bca4678c3c2d

First observed

Jul 3, 2009

Last observed

Sep 15, 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.