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Joseph Thomas Calhoun

Quotient Wealth Partners, LLC

Dallas, TX

Highlands Ranch, CO

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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_RES 2025-08-01
CO RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2025-08-01
  • CO RA
    APPROVED
    Since 2023-09-01

Branch Locations

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

8744 Kendrick Castillo Way Suite 500, Highlands Ranch, CO 80129 • 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
Victory Capital Advisers Greenwood Village CO 07/2016 10/2019
Lpl Financial Llc Denver CO 10/2019 09/2021
Goldman Sachs Personal Financial Management Denver CO 09/2021 08/2023
Quotient Wealth Partners, Llc Highlands Ranch CO 09/2023 Present
  • 07/2016 → 10/2019
    Victory Capital Advisers
    Greenwood Village, CO
  • 10/2019 → 09/2021
    Lpl Financial Llc
    Denver, CO
  • 09/2021 → 08/2023
    Goldman Sachs Personal Financial Management
    Denver, CO
  • 09/2023 → Present
    Quotient Wealth Partners, Llc
    Highlands Ranch, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-05
S63 Uniform Securities Agent State Law Examination 2017-03-30
  • S65 Uniform Investment Adviser Law Examination
    2020-03-05
  • S63 Uniform Securities Agent State Law Examination
    2017-03-30
Designations
Other Names
  • Joe Thomas Calhoun

View on SEC IAPD

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