Best Investors Account Sign in
Inactive

Lucas Baker

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 2024-01-25
  • TX RA
    APPROVED
    Since 2024-01-25

Branch Locations

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

222 W Las Colinas Blvd. Ste. 1420N, Irving, TX 75039 • 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 Irving TX 01/2021 09/2023
Parkland College Champaign IL 08/2016 06/2018
Southeastern University Lakeland FL 08/2018 05/2020
Unemployed Neoga IL 05/2020 01/2021
Quotient Wealth Partners, Llc Irving TX 09/2023 Present
  • 01/2021 → 09/2023
    Goldman Sachs Personal Financial Management
    Irving, TX
  • 08/2016 → 06/2018
    Parkland College
    Champaign, IL
  • 08/2018 → 05/2020
    Southeastern University
    Lakeland, FL
  • 05/2020 → 01/2021
    Unemployed
    Neoga, IL
  • 09/2023 → Present
    Quotient Wealth Partners, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2022-01-10
Other Names
  • Lucas Christian Baker

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