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QW

Quenton K. Wattinger

TRUE PATH FINANCIAL
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 7351643
QW

Professional summary

Quenton Kyle Wattinger is a registered financial advisor currently at TRUE PATH FINANCIAL LLC located in Sarasota, Florida.

Quenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Quenton has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quenton Kyle Wattinger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2026 - Present

TRUE PATH FINANCIAL LLC

Office #1: 1689 2nd Street Suite 103, Sarasota, FL 34236
RIA
CRD#: 336137
SARASOTA, FL
Past

August 24, 2021 - March 27, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Osprey, FL
Past

April 2, 2021 - March 27, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Osprey, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/31/2026)
IAR
New Jersey
(3/31/2026)
IAR
Pennsylvania
(3/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/8/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/2/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/6/2021
Securities Industry Essentials Examination

Current Firm

TP
TRUE PATH FINANCIAL LLC
TRUE PATH FINANCIAL LLC

CRD#: 336137 / SEC#:

Florida
Registered Investment Advisory firm - (3/31/2026 Approved)
New Jersey
Registered Investment Advisory firm - (3/31/2026 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/31/2026 Approved)
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Contact information

Main Address
Osprey, FL
Mailing Address
Phone number
(941) 867-4745
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUE PATH FINANCIAL LLC

CRD#: 336137Sarasota, FL 34236

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