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145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-29 |
Branch Locations
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
2 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 |
|---|---|---|---|---|
| Arete Wealth Management Llc | Chicago | IL | 02/2016 | 10/2019 |
| Arete Wealth Advisors Llc | Chicago | IL | 10/2016 | 10/2019 |
| Concorde Investment Services, Llc | Livonia | MI | 10/2019 | 11/2020 |
| Concorde Asset Management, Llc | Livonia | MI | 10/2019 | 11/2020 |
| Great Point Capital, Llc | Chicago | IL | 11/2020 | 03/2026 |
| Quincy Wells Advisors, Llc | Chicago | IL | 11/2020 | Present |
| Quincy Wells Capital, Llc | Boston | MA | 03/2026 | Present |
Wolfgang Suess will be a real estate agent with Reva Capital Realty. The address for Reva Capital Realty is 400 Trade Center, Ste 5900 Woburn, MA 01801. Start date April 2019. He plans to spend 0 hours per month during regular trading hours and 0 hours per month outside of trading hours. This is not investment related. Wolfgang Suess will be on the board of Beacon Hill Network; this is an unpaid position in a networking group. The address of Beacon Hill Network is Beacon Hill, MA. Start date July 2022. He plans to spend 8 hours per month during regular trading hours and 0 hours per month outside of trading hours. This is not investment related. Wolfgang Suess will be associated with Capitalize Wealth Management, LLC that will operate a DBA and will also make periodic pre-authorized investments. The address for Capitalize Wealth Management, LLC is 200 West Jackson Blvd, suite 1000, Chicago, IL, 60606. Start date May 2022. He plans to spend 160 hours per month during regular trading hours and 0 hours per month outside of trading hours. This is investment related. Karl Suess will be a Referral Partner at Lost & Found Inc. a Cost Segregation business. The address of Lost & Found Inc. is 558 Williamson Rd Mooresville, NC 28117. The start date is Jan 15, 2026. His duties will be Refer clients that need a cost segregation study, and he plans to spend 1 hour per month during normal trading hours and 1 hour per month outside of normal trading hours. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-04 |
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