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Stephen Lee Richardson

Quantum Wealth Strategies, LLC

Shelby Township, MI

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Current Employers
Quantum Wealth Strategies, Llc

Shelby Township, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-05-05
  • MI RA
    APPROVED
    Since 2023-05-05

Branch Locations

Shelby Township, MI • 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
Southworth And Wilson, Inc. Troy MI 07/2015 07/2017
Raymond James Financial Services, Inc. Troy MI 05/2016 07/2017
Raymond James Financial Services Advisors Inc. Troy MI 08/2017 Present
Raymond James Financial Services, Inc. Troy MI 07/2017 Present
Southworth & Wilson Inc. Troy MI 07/2015 04/2023
Quantum Wealth Strategies, Llc Rochester Hills MI 04/2023 Present
  • 07/2015 → 07/2017
    Southworth And Wilson, Inc.
    Troy, MI
  • 05/2016 → 07/2017
    Raymond James Financial Services, Inc.
    Troy, MI
  • 08/2017 → Present
    Raymond James Financial Services Advisors Inc.
    Troy, MI
  • 07/2017 → Present
    Raymond James Financial Services, Inc.
    Troy, MI
  • 07/2015 → 04/2023
    Southworth & Wilson Inc.
    Troy, MI
  • 04/2023 → Present
    Quantum Wealth Strategies, Llc
    Rochester Hills, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-17
  • S66 Uniform Combined State Law Examination
    2017-07-17
Other Names
  • Steve Lee Richardson

View on SEC IAPD

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