DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Quotient Wealth Partners, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Ross Austin MorrowHoward Financial Services, Ltd. independent RIAQuotient Wealth Partners, LLC independent RIARIA to RIAAug 28, 2026Aug 11, 2026
Katherine WhittelseyStrategic Advisers LLC national BDQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2026Apr 7, 2026 (53 d)
Tyler Dakota Divyesh KumarBip Alliance, LLC independent RIAQuotient Wealth Partners, LLC independent RIARIA to RIAJun 12, 2025Oct 2, 2025 (112 d)
Zachary Donald RumpkeFidelity Personal And Workplace Advisors BD affiliatedQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2025May 23, 2025 (84 d)
Craig Steven DamicoGoldman Sachs Wealth Services, L.P. BD affiliatedQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2024May 29, 2026 (597 d)
Joseph Conner WardFinancial Synergies independent RIAQuotient Wealth Partners, LLC independent RIARIA to RIAAug 27, 2024Nov 8, 2024 (73 d)
John Lucas VaclavikOak Harvest Investment Services independent RIAQuotient Wealth Partners, LLC independent RIARIA to RIAAug 14, 2024Nov 8, 2024 (86 d)
Lauren Taylor BrittCorient independent RIAQuotient Wealth Partners, LLC independent RIARIA to RIAAug 6, 2024Aug 20, 2024
Matthew Randall FrostAstoria Strategic Wealth, Inc. independent RIAQuotient Wealth Partners, LLC independent RIARIA to RIAMay 10, 2024Aug 20, 2024 (102 d)
Jeffrey Michael SevereUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Larry Dale JacksonUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 5, 2023
Markham Ray HawkinsUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Matthew Taylor DavisUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Brian R WeatherlyUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 14, 2023
Matthew Aaron BennettUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Christopher Richard MohringUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Andrew Taylor WagnerUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
James Matthew RichUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2023Aug 13, 2026 (1029 d)
James Edward WarburtonUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Jared Thomas DavisUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Joseph Thomas CalhounUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Kevin John WilsonUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2023Sep 1, 2023
Timothy Russell HarderUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 13, 2023Sep 1, 2023
Jonathan Adam BlumenthalUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 13, 2023Sep 5, 2023
Colin Sam FaulkUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2023May 22, 2024 (222 d)
Lucas BakerUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2023Jan 25, 2024 (104 d)
Carlos Garrett GuidottiUnited Capital Financial Advisors BD affiliatedQuotient Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2023Jan 18, 2024 (97 d)
Bruce Francis FitzsimmonsCetera Advisor Networks LLC BD affiliatedQuotient Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 13, 2019Sep 8, 2023 (1548 d)
Brandon M RossCetera Advisor Networks LLC otherQuotient Wealth Partners, LLC no RAUMOtherNov 13, 2017Sep 1, 2023 (2118 d)
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29 moves match.