DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Jan 14, 2026 | n/a | yes | McKinney, TX|SARATOGA SPRINGS, NY | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 16, 2023 | Dec 17, 2025 | no | McKinney, TX|Dallas, TX|Tulsa, OK|Oklahoma City, OK|Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | QUARTZ PARTNERS INVESTMENT MANAGEMENT | Dec 17, 2025 | Jan 14, 2026 | 28 | Firm change | Ibd to RIA |