Garret Mark Quillen

Current Employers

Employment History

• 10/2019 → 10/2020
  Walsh Brothers
  Boston, MA
• 03/2021 → 01/2022
  Thompson Insurance Group
  East Providence, RI
• 05/2021 → 02/2023
  United Planners Financial Services Of America, A Ltd Partner
  Scottsdale, AZ
• 03/2023 → Present
  Pallas Capital Advisors, Llc
  Newport, RI
• 11/2020 → 02/2021
  Unemployed
  Newport, RI
• 04/2023 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2010 → 08/2019
  Full-Time Student
  Warwick, RI

Previous Registrations

• 2021-10-26 → 2023-04-05
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  East Providence, RI

Other Businesses

1. Garret Quillen is dually-registered as an Investment Advisor Representative with Pallas Capital Advisors LLC ("Pallas" - since 03/2023) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" - since 04/2023). Business is conducted from 51 Long Wharf Mall, Newport, RI 02840. Approximately 90% of Mr. Quillen's time is for services under Pallas and the balance as a Registered Representative of PKS. 2. Fixed Insurance. Investment Related. At registered location. Independent Insurance Agency. Agent. Traditional/Fixed Insurance. 5/2023. 10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. Notary. Not Investment Related. 28 Tupelo Hill Drive, Cranston, Rhode Island, 02920. Notary. Signing Agent/Notary. 3/1/2021. 1 hr/month with 0 during trading hrs. Notarizing documents. 4. Proprietor (Auto Detailing). 51 Long Wharf Mall, Newport, Rhode Island, 02840. Proprietor. Auto detailing. 4/1/2014. 5 hrs/month with 0 during trading hours. Auto Detailing.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20