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Carlos Garrett Guidotti

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
CO RA APPROVED 2024-01-18
  • CO RA
    APPROVED
    Since 2024-01-18

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
Goldman Sachs Personal Financial Management Highlands Ranch CO 01/2021 09/2023
Short Elliot Hendricksen Denver CO 01/2020 01/2021
Towne Park Denver CO 09/2018 12/2019
White House Cocktail Lounge Laguna Beach CA 08/2016 08/2018
Quotient Wealth Partners, Llc Highlands Ranch CO 09/2023 Present
  • 01/2021 → 09/2023
    Goldman Sachs Personal Financial Management
    Highlands Ranch, CO
  • 01/2020 → 01/2021
    Short Elliot Hendricksen
    Denver, CO
  • 09/2018 → 12/2019
    Towne Park
    Denver, CO
  • 08/2016 → 08/2018
    White House Cocktail Lounge
    Laguna Beach, CA
  • 09/2023 → Present
    Quotient Wealth Partners, Llc
    Highlands Ranch, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-19
  • S65 Uniform Investment Adviser Law Examination
    2022-09-19
Other Names
  • Carlos Guidotti

View on SEC IAPD

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