Best Investors Account Sign in
Inactive

Brian R Weatherly

Quotient Wealth Partners, LLC

Dallas, TX

Irving, TX

Claim This Profile
Current Employers
Quotient Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-14
  • TX RA
    APPROVED
    Since 2023-09-14

Branch Locations

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

225 W Las Colinas Blvd. Ste. 1650E, Irving, TX 75093 • 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
Valkyrie Equities Corporation Dallas TX 02/2017 05/2017
Veteran Capital Plano TX 08/2016 05/2017
Fsc Securities Corp Atlanta GA 05/2017 07/2018
Goldman Sachs Personal Financial Management Newport Beach CA 07/2018 09/2023
Cetera Advisor Networks Llc El Segundo CA 09/2018 09/2020
Quotient Wealth Partners, Llc Irving TX 09/2023 Present
Mercer Allied Company, L.P. Irving TX 09/2020 09/2023
  • 02/2017 → 05/2017
    Valkyrie Equities Corporation
    Dallas, TX
  • 08/2016 → 05/2017
    Veteran Capital
    Plano, TX
  • 05/2017 → 07/2018
    Fsc Securities Corp
    Atlanta, GA
  • 07/2018 → 09/2023
    Goldman Sachs Personal Financial Management
    Newport Beach, CA
  • 09/2018 → 09/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2023 → Present
    Quotient Wealth Partners, Llc
    Irving, TX
  • 09/2020 → 09/2023
    Mercer Allied Company, L.P.
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-05-11
S65 Uniform Investment Adviser Law Examination 2012-03-24
  • S63 Uniform Securities Agent State Law Examination
    2014-05-11
  • S65 Uniform Investment Adviser Law Examination
    2012-03-24
Designations
Other Names
  • Brian Weatherly
  • Brian Robert Weatherly

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor