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Bruce Francis Fitzsimmons

Quotient Wealth Partners, LLC

Dallas, TX

Randolph, NJ

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Current Employers
Quotient Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-09-08
  • NJ RA
    APPROVED
    Since 2023-09-08

Branch Locations

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

Randolph, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Securities San Diego CA 10/2011 11/2017
Goldman Sachs Personal Financial Management Morristown NJ 10/2011 08/2023
Cetera Advisor Networks Llc El Segundo CA 11/2017 08/2020
Quotient Wealth Partners, Llc Morristown NJ 09/2023 Present
Mercer Allied Company, L.P. Morristown NJ 09/2020 08/2023
  • 10/2011 → 11/2017
    Girard Securities
    San Diego, CA
  • 10/2011 → 08/2023
    Goldman Sachs Personal Financial Management
    Morristown, NJ
  • 11/2017 → 08/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2023 → Present
    Quotient Wealth Partners, Llc
    Morristown, NJ
  • 09/2020 → 08/2023
    Mercer Allied Company, L.P.
    Morristown, NJ
Previous Registrations
  • 2011-10-24 → 2023-10-19
    United Capital Financial Advisors
    Morristown, NJ
    Morristown, NJ
    Morristown, NJ
    Morristown, NJ
  • 2017-11-01 → 2019-06-13
    Cetera Wealth Services, Llc
    Irving, TX
    Morristown, NJ
  • 2011-10-25 → 2017-11-01
    Girard Securities, Inc.
    Irving, TX
    Morristown, NJ
    San Diego, CA
  • 2009-04-08 → 2011-11-07
    Lpl Financial Llc
    Tinton Falls, NJ
    Morristown, NJ
  • 2008-10-15 → 2009-02-26
    Equitable Advisors, Llc
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-28
  • S66 Uniform Combined State Law Examination
    2008-03-28
Other Names
  • Bruce F Fitzsimmons
  • Bruce Fitzsimmons

View on SEC IAPD

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