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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | Woodbury | NY | 12/2020 | 12/2021 |
| Schwab's 2Nd Wind | East Setauket | NY | 05/2017 | 12/2021 |
| Msa Security | New York | NY | 05/2019 | 08/2019 |
| Fidelity Investments | Durham | NC | 01/2022 | 09/2025 |
| Raleigh Capital Management Inc. | Cary | NC | 09/2025 | Present |
| Not Employed | Not Employed | NY | 08/2016 | 05/2017 |
| Raleigh Wealth Solutions | Cary | NC | 04/2026 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 06/2026 | Present |
Raleigh Wealth Solutions. Investment Related - Yes. 117 Edinburgh S Dr. Cary, NC, 27511. May recommend, on a fully-disclosed commission basis, the purchase of certain insurance products. Position / Title: Insurance Agent. Start date 4/9/2026. Approximate number of hours per month devoted to the business is 40. Approximate number of hours devoted to the other business during securities trading hours is 40. Duties relating to the other business: Selling insurance products and assisting other insurance agents with servicing their clients insurance products. ___________________________________________________________________________________________________________________________________________________________________________________________________________________________ 2) Name of the other business: 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. Nature of the other business: Registered Representative offering alternative investments on a commission basis. Position, title, or relationship with the other business: Registered Representative. Start date of your relationship: 6/2026. Approximate number of hours/month devoted to the other business: 60 hours per month. Approximate number of hours devoted to the other business during securities trading hours: 50 hours per month. Duties relating to the other business: Registered Representative offering alternative investments on a commission basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-28 |
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