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Advisor at QUOTIENT WEALTH PARTNERS, LLC
DALLAS, TX | Irving, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| QUOTIENT WEALTH PARTNERS, LLC | Independent wealth | Jan 25, 2024 | n/a | yes | Irving, TX|DALLAS, TX | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jan 10, 2022 | Oct 13, 2023 | no | Irving, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | QUOTIENT WEALTH PARTNERS, LLC | Oct 13, 2023 | Jan 25, 2024 | 104 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:326819:TX:2023-10-13 | Oct 13, 2023 | Jan 25, 2024 | IRVING, TX | Firm change |