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Advisor at QUADCAP WEALTH MANAGEMENT, LLC
Frisco, 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 |
|---|---|---|---|---|---|---|
| QUADCAP WEALTH MANAGEMENT, LLC | Independent wealth | Feb 25, 2025 | n/a | yes | Frisco, TX | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | May 28, 2024 | Mar 5, 2025 | no | Irving, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | QUADCAP WEALTH MANAGEMENT, LLC | Mar 5, 2025 | Feb 25, 2025 | -8 | Firm change | Ibd to RIA |