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William Warren Geist

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 2025-10-01
TX RA APPROVED 2025-10-01
  • CO RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

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
Quotient Wealth Partners, Llc Highlands Ranch CO 06/2024 Present
Refijet Greenwood Village CO 08/2021 01/2024
Einsten Bros Bagels Denver CO 10/2020 08/2021
Denver Broncos Denver CO 08/2019 01/2020
Smitten Ice Cream San Francisco CA 06/2018 08/2019
University Of Colorado Denver Denver CO 09/2017 12/2020
Ruth Asawa School Of The Arts San Francisco CA 09/2013 06/2017
Unemployed Denver CO 02/2024 05/2024
  • 06/2024 → Present
    Quotient Wealth Partners, Llc
    Highlands Ranch, CO
  • 08/2021 → 01/2024
    Refijet
    Greenwood Village, CO
  • 10/2020 → 08/2021
    Einsten Bros Bagels
    Denver, CO
  • 08/2019 → 01/2020
    Denver Broncos
    Denver, CO
  • 06/2018 → 08/2019
    Smitten Ice Cream
    San Francisco, CA
  • 09/2017 → 12/2020
    University Of Colorado Denver
    Denver, CO
  • 09/2013 → 06/2017
    Ruth Asawa School Of The Arts
    San Francisco, CA
  • 02/2024 → 05/2024
    Unemployed
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-10-01

View on SEC IAPD

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