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Inactive

Quintin Patrick Sharpe

Savvy

New York, NY

Fontana, WI

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-06
  • WI RA
    APPROVED
    Since 2025-10-06

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Fontana, WI • 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
University Of Wisconsin Whitewater Whitewater WI 05/2016 05/2022
Goldstein Advisors Madison WI 11/2017 11/2024
Unemployed Fontana WI 11/2024 02/2025
Ameriprise Financial Services Inc Middleton WI 11/2017 10/2019
Kestra Investment Services Austin TX 11/2022 11/2024
Securities America Inc Middleton WI 10/2019 11/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2025 09/2025
Northwestern Mutual Investment Services Llc Waukesha WI 07/2025 09/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2025 09/2025
Savvy Fontana WI 10/2025 Present
  • 05/2016 → 05/2022
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 11/2017 → 11/2024
    Goldstein Advisors
    Madison, WI
  • 11/2024 → 02/2025
    Unemployed
    Fontana, WI
  • 11/2017 → 10/2019
    Ameriprise Financial Services Inc
    Middleton, WI
  • 11/2022 → 11/2024
    Kestra Investment Services
    Austin, TX
  • 10/2019 → 11/2022
    Securities America Inc
    Middleton, WI
  • 02/2025 → 09/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2025 → 09/2025
    Waukesha, WI
  • 09/2025 → 09/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2025 → Present
    Fontana, WI
Previous Registrations
Other Businesses

**Sharpe Wealth; investment related; marketing name for financial services, the DBA for employment at Savvy; 03/03/2026; Fontana, WI; Owner; same hours as role at Savvy, this is the DBA for this role. **Rock Central, Inc.; noninvestment related; Music Director; 04/16/2026; 10 hours a month, 0 during trading; Music Director for the Adult Group on Thursday nights. **First Connect; noninvestment related; representative; May 4, 2026; 1-2 hours a month during trading; personal lines property and casualty insurance services **Meridian Digital Assets, Inc., investment related, Fontana WI, technology platform for RIA's digital asset recommendation, Cofounder, President, COO, 03/13/2026, 15 hrs (0 during trading), role focuses on operations, commercialization strategy, and RIA relationships.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-26
  • S66 Uniform Combined State Law Examination
    2025-08-26
Other Names
  • Quintin Patrick Sharpe
  • Quintin Patrick Sharpe
  • Quintin P Sharpe

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