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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-15 |
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 | 06/2023 | Present |
| Kipp Academy Nashville | Nashville | TN | 05/2022 | 06/2023 |
| East Carolina University | Greenville | NC | 05/2018 | 05/2022 |
| Stemcorps East | Greenville | NC | 01/2020 | 05/2022 |
| Athens Drive High School | Raleigh | NC | 05/2014 | 05/2018 |
| Raleigh Capital Management, Inc. | Cary | NC | 06/2023 | Present |
| Great Point Capital, Llc | Chicago | IL | 02/2025 | 05/2026 |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1) Name of the other business - Quincy Wells Capital, LLC - a FINRA registered broker/ dealer. Whether the business is 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 hrs/month. Number of hours devoted to the other business during securities trading hours - 40 hrs/month. Duties relating to the other business - Educate clients on and implement alternative investment strategies as part of comprehensive wealth management approach to financial planning. ____________________________________________________________________________________________________________________________________________________________________ 2) Shaelyn Raleigh is also the Director of Marketing and an insurance agent at Raleigh Wealth Solutions. The address of Raleigh Wealth Solutions is 117 Edinburgh South Drive, Suite 110, Cary, NC 27511. The start date is June 2023. Her duties will include operations and operating as a licensed insurance agent, and she plans to spend 40 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
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