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

SIMON QUICK ADVISORS, 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

Nov 3, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Nov 3, 1999

First registration

May 2, 2001

Dual registered

no

Other names

CHRISTIAN ARTHUR YOSS|CHRISTIAN A YOSS

IAPD individual key

1987314

• Occurred

  Mar 30, 2022
  Advisor changed firm

  Christian Yoss left J.P. Morgan Securities Llc for Simon Quick Advisors, Llc (registered 2026-03-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e416eacd-d286-94b1-e339-04962fd8686e

First observed

May 2, 2001

Last observed

Sep 15, 2026 4 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.