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RIA / WealthAdvisorCertified Financial Planner25 years in industry

ERIC FENTON GREEN

Advisor at QUANTUM FINANCIAL PLANNING SERVICES, INC.

SPOKANE, WA

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Search this name across graphsid dfx:ria:91507bfe-15b5-32a7-b051-ec4aab73c8d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: QUANTUM FINANCIAL PLANNING SERVICES, INC.
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: Jan 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 26, 2002
First registration: Jan 2, 2001
Dual registered: no
IAPD individual key: 1562402

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
QUANTUM FINANCIAL PLANNING SERVICES, INC.	Independent wealth	Nov 23, 2025	n/a	yes	SPOKANE, WA	Current employment
MARINER ADVISOR NETWORK	Bd affiliated wealth	Jul 6, 2016	Nov 26, 2025	no	Spokane, WA\|Spokane, WA\|Spokane, WA	Previous registration
STRATEGIC WEALTH ADVISORS GROUP	Former SEC adviser	Apr 30, 2014	Jul 6, 2016	no	SPOKANE, WA	Previous registration
Fsic	Former SEC adviser	Aug 4, 2005	May 5, 2014	no	BOCA RATON, FL\|SPOKANE, WA\|BOCA RATON, FL\|Edmonds, WA	Previous registration
HALBERT HARGROVE	Independent wealth	Jan 2, 2001	Apr 11, 2006	no	SPOKANE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARINER ADVISOR NETWORK	QUANTUM FINANCIAL PLANNING SERVICES, INC.	Nov 26, 2025	Nov 23, 2025	-3	Firm change	Ibd to RIA
STRATEGIC WEALTH ADVISORS GROUP	MARINER ADVISOR NETWORK	Jul 6, 2016	Jul 6, 2016	0	Bulk transfer	Other
Fsic	STRATEGIC WEALTH ADVISORS GROUP	May 5, 2014	Apr 30, 2014	-5	Firm change	Other
HALBERT HARGROVE	Fsic	Apr 11, 2006	Aug 4, 2005	-250	Firm change after gap	Other

Relationships

Registered with (5)

→ QUANTUM FINANCIAL PLANNING SERVICES, INC.Registered adviserregistration: current employment
Nov 23, 2025 to presentfactForm ADV
→ MARINER ADVISOR NETWORKRegistered adviserregistration: previous registration
Jul 6, 2016 to Nov 26, 2025factForm ADV
→ STRATEGIC WEALTH ADVISORS GROUPRegistered adviserregistration: previous registration
Apr 30, 2014 to Jul 6, 2016factForm ADV
→ FSICRegistered adviserregistration: previous registration
Aug 4, 2005 to May 5, 2014factForm ADV
→ HALBERT HARGROVERegistered adviserregistration: previous registration
Jan 2, 2001 to Apr 11, 2006factForm ADV

Dated events

Occurred
Nov 26, 2025
Advisor changed firm
Eric Fenton Green left Mariner Advisor Network for Quantum Financial Planning Services, Inc. (registered 2025-11-23)
Form ADVobserved 5 days ago