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Quotient Wealth Partners, LLC CRD 326819
$4.61B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-01 |
Branch Locations
8744 Kendrick Castillo Way Suite 500, Highlands Ranch, CO 80129 • United States
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 |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 03/2012 | 11/2017 |
| Goldman Sachs Personal Financial Management | Highlands Ranch | CO | 03/2012 | 08/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 08/2020 |
| Quotient Wealth Partners, Llc | Highlands Ranch | CO | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-20 |
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