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

REFINED WEALTH

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 9, 2022

First registration

Dec 2, 2022

Dual registered

no

Other names

Joe Ward

IAPD individual key

7670265

• Occurred

  Sep 5, 2025
  Advisor changed firm

  Joseph Conner Ward left Quotient Wealth Partners, Llc for Refined Wealth (registered 2025-08-26)

  Form ADVobserved 5 days ago
• Occurred

  Aug 27, 2024
  Advisor changed firm

  Joseph Conner Ward left Financial Synergies for Quotient Wealth Partners, Llc (registered 2024-11-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3791aa0-9d5c-5455-2c9b-50894b15e76c

First observed

Dec 2, 2022

Last observed

Sep 14, 2026 6 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.