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

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

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jan 19, 2022

First registration

Nov 15, 2022

Dual registered

no

Other names

KATHERINE SUSAN WHITTELSEY|Katie Whittelsey|KATHERINE WHITTELSEY

IAPD individual key

7403194

• Occurred

  Feb 13, 2026
  Advisor changed firm

  Katherine Whittelsey left Strategic Advisers Llc for Quotient Wealth Partners, Llc (registered 2026-04-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffcacaab-3fa4-7844-1922-b2b2d3df1f0e

First observed

Nov 15, 2022

Last observed

Sep 14, 2026 5 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.