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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-04 |
Branch Locations
117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 10/2015 | 09/2020 |
| Financial Directions Group | Cary | NC | 10/2020 | 02/2024 |
| Raleigh Capital Management, Inc. | Cary | NC | 03/2024 | Present |
| Raleigh Wealth Solutions | Cary | NC | 08/2024 | Present |
| Great Point Capital, Llc | Chicago | IL | 08/2024 | 05/2026 |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1) George Phipps is an insurance agent with Raleigh Wealth Solutions, a life insurance company. The address of Raleigh Wealth Solutions is 117 Edinburgh South Drive, Suite 110, Cary, NC 27511. The start date is Aug 2024. He plans to spend 2 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is not investment related. ____________________________________________________________________________________________________________________________________________________________________________________ 2) Quincy Wells Capital, LLC - a FINRA registered broker / dealer. Investment-related - Yes. Address of the other business - 145 South Wells Street, Suite 1301, Chicago, IL 60606. Start date: 5/1/2026. Nature of the other business - Registered Representative offering alternative investments. Position, title, or relationship with the other business - Registered Representative. Approximate number of hours/month devoted to the other business - 20 hours a month. Approximate number of hours devoted to the other business during securities trading hours - 20 hours per month. Duties relating to the other business - Research and implement alternative investment strategies as part of a comprehensive wealth management approach to financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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