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

SIMON QUICK ADVISORS, 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

Jun 20, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jun 20, 1996

First registration

Jan 24, 2003

Dual registered

no

Other names

PATRICIA A ROEBEN|PATRICIA A ROEBEN|PATRICIA A YAEGER|PATRICIA A YEAGER|PATRICIA YEAGER

IAPD individual key

2722606

• Occurred

  Jun 30, 2025
  Advisor changed firm

  Patricia Ann Yeager left Proquility Private Wealth Partners, Llc for Simon Quick Advisors, Llc (registered 2025-06-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d7d42e8-75e3-505a-1995-7e41716a5b79

First observed

Jan 24, 2003

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.