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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Irving | TX | 10/2011 | 09/2023 |
| Mercer Allied Company, L.P. | Irving | TX | 10/2020 | 09/2023 |
| Quotient Wealth Partners, Llc | Dallas | TX | 09/2023 | Present |
| Quotient Wealth Asset Management, Llc | Dallas | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-22 |
| S66 | Uniform Combined State Law Examination | 2008-03-15 |
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