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Chase Matthew Moody

Quotient Wealth Partners, LLC

Dallas, TX

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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 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-12

Branch Locations

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • 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
Oklahoma State University Stillwater OK 08/2021 05/2025
Quotient Wealth Partners, Llc Dallas TX 06/2025 Present
Cascia Hall Preparatory School Tulsa OK 01/2016 05/2021
  • 08/2021 → 05/2025
    Oklahoma State University
    Stillwater, OK
  • 06/2025 → Present
    Quotient Wealth Partners, Llc
    Dallas, TX
  • 01/2016 → 05/2021
    Cascia Hall Preparatory School
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12

View on SEC IAPD

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