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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_RES 2026-05-20
CO RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • CO RA
    APPROVED
    Since 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

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
Girard Securities, Inc. San Diego CA 10/2011 11/2017
Goldman Sachs Personal Financial Management Highlands Ranch CO 05/2012 08/2023
Cetera Advisor Networks Llc El Segundo CA 11/2017 08/2020
Quotient Wealth Partners, Llc Highlands Ranch CO 09/2023 Present
Mercer Allied Company, L.P. Highlands Ranch CO 09/2020 08/2023
  • 10/2011 → 11/2017
    Girard Securities, Inc.
    San Diego, CA
  • 05/2012 → 08/2023
    Goldman Sachs Personal Financial Management
    Highlands Ranch, CO
  • 11/2017 → 08/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2023 → Present
    Highlands Ranch, CO
  • 09/2020 → 08/2023
    Mercer Allied Company, L.P.
    Highlands Ranch, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-07
S63 Uniform Securities Agent State Law Examination 2011-05-17
  • S66 Uniform Combined State Law Examination
    2012-12-07
  • S63 Uniform Securities Agent State Law Examination
    2011-05-17
Other Names
  • Markham Hawkins

View on SEC IAPD

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