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145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-16 |
| IL | RA | APPROVED | 2026-04-02 |
Branch Locations
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
2240 Broadway St, Quincy, IL 62301 • United States
1618 E 9Th St, Ste 202, Hopkinsville, KY 42240 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundation Financial Concepts, Llc | Quincy | IL | 08/1997 | Present |
| Concorde Investment Services, Llc | Livonia | MI | 11/2021 | 12/2024 |
| Concorde Asset Management, Llc | Livonia | MI | 11/2021 | 12/2024 |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2012 | 06/2021 |
| Sb Advisory, Llc | Atlanta | GA | 06/2021 | 11/2021 |
| San Blas Securities, Llc | Atlanta | GA | 06/2021 | 11/2021 |
| Es Advisory Group | Conyers | GA | 06/2021 | 11/2021 |
| Great Point Capital, Llc | Chicago | IL | 01/2025 | 03/2026 |
| Quincy Wells Advisors, Llc | Chicago | IL | 01/2025 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 03/2026 | Present |
Lee Bevill is the owner of C. Lee Bevill Farms. The address of C. Lee Bevill Farms is Philadelphia, MO. The start date is April 11, 2011. His duties will be marketing of grain, oversight of hunting leases, co-advise crop rotation, CRP and conservation decisions, and he plans to spend 5 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. This is not investment related. Lee Bevill is the Sole Partner, Registered Representative, Investment Advisor Representative of Foundation Financial Concepts, LLC. The address of Foundation Financial Concepts, LLC is 2240 Broadway Street, Quincy, IL 62301. The start date is Jul 15, 1997. His duties will be all aspects of marketing investments, managing accounts and oversight of the DBA, and he plans to spend 130 hours per month during normal trading hours and 130 hours per month outside of normal trading hours. This is investment related. Lee Bevill is the Life, Health and Annuity licensed agent of Lee Bevill - agent. The address of Lee Bevill - agent is 2240 Broadway Street, Quincy, IL 62301. The start date is Mar 01, 1985. His duties will be Marketing of life, fixed annuities, and long-term care insurance, and he plans to spend 15 hours per month during normal trading hours and 10 hours per month outside of normal trading hours. This is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-12 |
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