Best Investors Account Sign in
Current Employers
Quotient Wealth Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-02
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

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

Quotient Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01

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
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
Previous Registrations
  • 2011-10-21 → 2023-10-13
    Highlands Ranch, CO
    Highlands Ranch, CO
    Irving, TX
  • 2008-03-11 → 2011-11-07
    Highlands Ranch, CO
  • 2006-11-10 → 2008-02-13
    Kummer Financial Strategies, Inc.
    Highlands Ranch, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-22
S66 Uniform Combined State Law Examination 2008-03-15
  • S63 Uniform Securities Agent State Law Examination
    2020-09-22
  • S66 Uniform Combined State Law Examination
    2008-03-15
Other Names
  • Tim Harder

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor