Mary Macintosh Harris

Employer firm

Quadcap Wealth Management, LLC CRD 151490

$1.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION, TRUSTEE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2017
  Triad Advisors, Inc.
  Norcross, GA
• 01/2015 → 07/2017
  Fullcircle Wealth
  Dallas, TX
• 02/2015 → 07/2017
  Stephen Cook
  Dallas, TX
• 07/2017 → Present
  Quadcap Wealth Management, Llc
  Frisco, TX
• 07/2017 → Present
  Quadcap
  Frisco, TX

Previous Registrations

• 2015-01-12 → 2017-08-01
  Fullcircle Wealth Llc
  Mckinney, TX
• 2013-07-19 → 2015-01-06
  Pnc Managed Account Solutions, Inc.
  Murphy, TX
  Dallas, TX
• 2009-08-13 → 2010-12-01
  Directed Services Llc
  West Chester, PA
• 2003-11-24 → 2006-04-25
  Lincoln Financial Distributors, Inc.
  Philadelphia, PA
• 2003-05-29 → 2003-11-11
  Osaic Fa, Inc.
  Vienna, VA

Other Businesses

7/2017 Fixed Insurance Sales; as an Agent; conducted from Branch Location; Investment Related; 1% of Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2003-05-27

Other Names

• Mary Gaillard Macintosh
• Mary Gaillard Macintosh