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

QTR FAMILY WEALTH, 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

Feb 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Feb 1, 2002

First registration

Jul 29, 2002

Dual registered

no

IAPD individual key

4236467

• Occurred

  Feb 14, 2025
  Advisor changed firm

  Wesley David Hunter left Bison Wealth, Llc for Qtr Family Wealth, Llc (registered 2024-11-15)

  Form ADVobserved 4 days ago
• Occurred

  May 23, 2022
  Advisor changed firm

  Wesley David Hunter left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Bison Wealth, Llc (registered 2022-06-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0c045af-fa59-c200-c5a9-1a3e0614bee2

First observed

Jul 29, 2002

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.