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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-02 |
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 |
|---|---|---|---|---|
| Raleigh Wealth Solutions | Cary | NC | 05/2019 | Present |
| Oklahoma State University | Stillwater | OK | 08/2017 | 05/2019 |
| National Cheerleaders Assoc. | All Travel, No Specific Location | NC | 05/2015 | 03/2019 |
| Perry High School | Perry | OK | 08/2017 | 01/2019 |
| Nc State University | Raleigh | NC | 08/2013 | 05/2017 |
| Raleigh Capital Management Inc. | Cary | NC | 09/2019 | Present |
| Aag Capital Inc | Wesley Chapel | FL | 02/2021 | 07/2021 |
| Great Point Capital, Llc | Chicago | IL | 07/2021 | 05/2026 |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1. Employee of Raleigh Wealth Solutions, investment related business, Address: 117 Edinburgh South Drive, Suite 110, Cary, NC 27511, Nature of business: insurance services, Position-Insurance Agent, Start Date May 2019, approx. 40 hours/week, 160 hours/month. I devote all of my time to this business during trading hours. This is my full time job. Duties including servicing client accounts, meeting with clients and prospects, coordinating marketing events, and streamlining operations. ___________________________________________________________________________________________________________________________________________________________________________________________________________________________ 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. Nature of the other business - Registered Representative offering alternative investments . Position, title, or relationship with the other business - Registered Representative. Start date of relationship, 5/1/2026. Approximate number of hours/month devoted to the other business - 40 hours a month. Approximate number of hours devoted to the other business during securities trading hours - 40 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-02 |
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