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Current Employers
Quotient Wealth Partners, Llc

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

222 West Colinas Blvd Suite 1650, Irving, TX 75039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Personal Financial Management Irving TX 10/2011 08/2023
Girard Securities San Diego CA 10/2011 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 05/2019
Quotient Wealth Partners, Llc Irving TX 09/2023 Present
  • 10/2011 → 08/2023
    Goldman Sachs Personal Financial Management
    Irving, TX
  • 10/2011 → 11/2017
    Girard Securities
    San Diego, CA
  • 11/2017 → 05/2019
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2023 → Present
    Irving, TX
Previous Registrations
  • 2011-10-21 → 2023-10-13
    Irving, TX
    Irving, TX
    Houston, TX
    The Woodlands, TX
  • 2017-11-01 → 2017-11-13
    Cetera Wealth Services, Llc
    Houston, TX
    The Woodlands, TX
    Plano, TX
    Irving, TX
  • 2011-10-21 → 2017-11-01
    Girard Securities, Inc.
    Irving, TX
    San Diego, CA
  • 2002-04-12 → 2011-11-07
    Irving, TX
    San Antonio, TX
Other Businesses

Co-owner of JBBR Ventures, a real estate organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Dallas, TX. Start date was August 1, 2018. Less than one hour per month. Duties include assisting with the affairs of the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-06
S63 Uniform Securities Agent State Law Examination 1998-08-24
  • S66 Uniform Combined State Law Examination
    2001-07-06
  • S63 Uniform Securities Agent State Law Examination
    1998-08-24
Other Names
  • Brandon Ross
  • Brandon Micheal Ross

View on SEC IAPD

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