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Advisor at QUARTZ PARTNERS INVESTMENT MANAGEMENT
SARATOGA SPRINGS, NY | McKinney, 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 |
|---|---|---|---|---|---|---|
| QUARTZ PARTNERS INVESTMENT MANAGEMENT | Independent wealth | May 22, 2025 | n/a | yes | McKinney, TX|SARATOGA SPRINGS, NY | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 21, 2022 | May 15, 2025 | no | Dallas, TX|McKinney, TX|Oklahoma City, OK|Tulsa, OK|Dallas, TX | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | May 5, 2022 | Sep 27, 2022 | no | Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | QUARTZ PARTNERS INVESTMENT MANAGEMENT | May 15, 2025 | May 22, 2025 | 7 | Firm change | Ibd to RIA |
| EAGLE STRATEGIES LLC | MML INVESTORS SERVICES, LLC | Sep 27, 2022 | Sep 21, 2022 | -6 | Firm change | Ibd to ibd |