Daniel Wade Williams

Current Employers

Employment History

• 09/2013 → 07/2021
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 10/2013 → 01/2024
  Acorn Financial Advisory Services
  Reston, VA
• 07/2021 → 03/2026
  Great Point Capital, Llc
  Chicago, IL
• 01/2024 → Present
  Quincy Wells Advisors, Llc
  Chicago, IL
• 03/2026 → Present
  Quincy Wells Capital, Llc
  Needham, MA

Previous Registrations

• 2024-03-13 → 2026-03-26
  Quincy Wells Advisors, Llc
  Wellfleet, MA
  Chicago, IL
  Needham, MA
• 2013-10-07 → 2024-01-19
  Acorn Financial Advisory Services, Inc.
  Needham, MA
  Reston, VA
• 2011-09-22 → 2013-11-20
  Wellfleet Wealth Advisors Llc
  Needham, MA
• 2008-02-15 → 2011-09-27
  Voya Financial Advisors, Inc.
  Needham, MA
  Braintree, MA
  Canton, MA

Other Businesses

1. WELLFLEET WEALTH ADVISORS, LLC, NOT INVESTMENT RELATED, 200 EASTWIND CIRCLE, WELLFLEET, MA 02667, LIFE INSURANCE SOLUTIONS FOR INDIVIDUALS AND FAMILIES, OWNER/SOLE PROPRIETOR, 2006, 10 HOURS/MONTH, 5 DURING TRADING, CONSULTANT. 2. Rental property, non-investment related, 200 Eastwind Circle, Wellfleet, MA 02667, periodically rent space in primary residence when away or out of town. Approximately 2-4 days per month on average with no time devoted to the activity during securities trading hours. 3. Dan Williams is a Board Member of Healing Hands Worldwide non-profit 501(c)(3). The address of Healing Hands Worldwide, PC is 6118 Estate Peterborg, St Thomas, USVI 00802. The start date is December 1, 2024. His duties will be to participate in board meetings & and mentor youth. drafting Wills and Trusts, and he plans to spend 0 hours per month during normal trading hours and 6 hours per month outside of normal trading hours. This is not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-22