Quinn Marquez has been an investment adviser representative at A & I Financial Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
A & I Financial Services, LLC is a Lone Tree, CO firm with $560M under management, 518 clients and 9 advisers in one office, as of its April 2026 filing.
- A & I Wealth ManagementCurrent– present · under a yearLone Tree, CO · Adviser representative · Firm CRD 148357
Investment adviser representative registrations
Quinn Marquez is registered as an investment adviser representative in Colorado, since September 2026.
- ColoradoSince 23 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 22 November 2023 |
- Name
- Securities Industry Essentials Examination
- Full name
- Quinn Bradley Marquez
- CRD
- 8313754
- Firm
- A & I Financial Services · CRD 148357
- Office
- 9605 Kingston Court, Suite 190, Lone Tree, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Quinn Marquez work?
Quinn Marquez is an investment adviser representative registered through A & I Financial Services, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Quinn Marquez a financial advisor?
Yes. Quinn Marquez has a current investment-adviser registration in Colorado, through A & I Financial Services since September 2026.
How many years of experience does Quinn Marquez have?
Quinn Marquez has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Quinn Marquez passed?
Quinn Marquez passed the SIE in November 2023.
Where is Quinn Marquez based?
Quinn Marquez’s registered office is in Lone Tree, CO.
Is Quinn Marquez registered with FINRA?
No. Quinn Marquez has no current broker registration.
How can I verify Quinn Marquez’s record?
Search CRD 8313754 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Quinn Marquez’s full registration record.