Curtis Jerome Sathre

Current Employers

Quincy Wells Advisors, Llc

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-27

CA RA
APPROVED

Since 2026-03-27

Branch Locations

Oceanside, CA • United States

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Jrl Capital Corporation	Newport Beach	CA	06/2011	04/2023
Jrl Capital Advisors	Newport Beach	CA	06/2011	04/2023
Great Point Capital, Llc	Irvine	CA	05/2023	03/2026
Quincy Wells Capital	Oceanside	CA	03/2026	Present
Quincy Wells Advisors	Oceanside	CA	01/2025	Present

06/2011 → 04/2023

Jrl Capital Corporation

Newport Beach, CA
06/2011 → 04/2023

Jrl Capital Advisors

Newport Beach, CA
05/2023 → 03/2026

Great Point Capital, Llc

Irvine, CA
03/2026 → Present

Quincy Wells Capital

Oceanside, CA
01/2025 → Present

Quincy Wells Advisors

Oceanside, CA

Previous Registrations

2025-01-23 → 2026-03-26

Quincy Wells Advisors, Llc

Chicago, IL

Oceanside, CA
2011-07-13 → 2025-01-27

Jrl Capital Advisors Llc

Irvine, CA

Newport Beach, CA

Oceanside, CA
2000-07-31 → 2011-06-06

Wfp Securities

San Diego, CA

Irvine, CA

Other Businesses

1. CURTIS J. SATHRE III INC., NON-INVESTMENT RELATED, 450 DE ANZA CT OCEANSIDE CA 92057, HOLDING COMPANY, PRESIDENT SINCE 6/2006, 20 HOURS/MONTH - 0 DURING TRADING HOURS, ENTITY FOR TAX FILING CONSOLIDATION. 2. ASSET MARKETING SYSTEMS INSURANCE SERVICES, INVESTMENT RELATED, 15050 AVE OF SCIENCE #100 SAN DIEGO CA 92128, LIFE INSURANCE & FIXED INDEXED ANNUITIES, AGENT, START DATE 12/2006, 20 HOURS/MONTH - 0 DURING TRADING HOURS, SELL LIFE INS & FIXED INDEXED ANNUITIES. 3. MONEY WISE INVESTMENTS, NON-INVESTMENT RELATED, 6528 GREENLEAF AVE #128, WHITTIER CA 92128, REAL ESTATE BROKERAGE, REAL ESTATE AGENT, START DATE 12/2012, 5 HOURS/MONTH - 0 DURING TRADING HOURS, REFER POTENTIAL BUYERS AND SELLERS TO REALTORS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-17
S63	Uniform Securities Agent State Law Examination	1994-05-03

S65 Uniform Investment Adviser Law Examination

1999-12-17
S63 Uniform Securities Agent State Law Examination

1994-05-03

View on SEC IAPD