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RIA / WealthAdvisor23 years in industry

LARRY DALE JACKSON

Advisor at QUOTIENT WEALTH PARTNERS, LLC

DALLAS, TX | Irving, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 17, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: QUOTIENT WEALTH PARTNERS, 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: Jan 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 16, 2003
First registration: Jan 17, 2003
Dual registered: no
Other names: LARRY JACKSON|LARRY D. JACKSON
IAPD individual key: 4601775

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
QUOTIENT WEALTH PARTNERS, LLC	Independent wealth	Sep 5, 2023	n/a	yes	DALLAS, TX\|Irving, TX	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Oct 21, 2011	Oct 19, 2023	no	IRVING, TX\|IRVING, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 4, 2011	Nov 7, 2011	no	IRVING, TX	Previous registration
ROSENTHAL ADVISORY SERVICES, L.P.	Former SEC adviser	Mar 9, 2009	Sep 4, 2009	no	FORT WORTH, TX	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jun 12, 2008	Aug 24, 2009	no	FORTH WORTH, TX	Previous registration
BFT FINANCIAL GROUP, LLC	Former SEC adviser	Jun 25, 2007	Dec 31, 2007	no	SOUTHLAKE, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 22, 2004	Jun 29, 2007	no	ARLINGTON, TX\|FORT WORTH, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 17, 2003	Oct 1, 2004	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED CAPITAL FINANCIAL ADVISORS	QUOTIENT WEALTH PARTNERS, LLC	Oct 19, 2023	Sep 5, 2023	-44	Firm change after gap	Ibd to new firm
LPL FINANCIAL LLC	UNITED CAPITAL FINANCIAL ADVISORS	Nov 7, 2011	Oct 21, 2011	-17	Firm change	Other
ROSENTHAL ADVISORY SERVICES, L.P.	LPL FINANCIAL LLC	Sep 4, 2009	Jan 4, 2011	487	Firm change after gap	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	ROSENTHAL ADVISORY SERVICES, L.P.	Aug 24, 2009	Mar 9, 2009	-168	Firm change after gap	Other
BFT FINANCIAL GROUP, LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Dec 31, 2007	Jun 12, 2008	164	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BFT FINANCIAL GROUP, LLC	Jun 29, 2007	Jun 25, 2007	-4	Firm change	Other
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 1, 2004	Sep 22, 2004	-9	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134600:326819:TX:2023-10-13	Oct 19, 2023	Sep 5, 2023	IRVING, TX	Firm change after gap

Relationships

Registered with (8)

→ QUOTIENT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Sep 5, 2023 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Oct 21, 2011 to Oct 19, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 4, 2011 to Nov 7, 2011factForm ADV
→ ROSENTHAL ADVISORY SERVICES, L.P.Registered adviserregistration: previous registration
Mar 9, 2009 to Sep 4, 2009factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jun 12, 2008 to Aug 24, 2009factForm ADV
→ BFT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jun 25, 2007 to Dec 31, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 22, 2004 to Jun 29, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 17, 2003 to Oct 1, 2004factForm ADV

Dated events

Occurred
Oct 19, 2023
Advisor changed firm
Larry Dale Jackson left United Capital Financial Advisors for Quotient Wealth Partners, Llc (registered 2023-09-05)
Form ADVobserved 4 days ago