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4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-17 |
| NC | RA | APPROVED | 2021-12-21 |
Branch Locations
4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reutemann Financial Solutions, Inc. | Rockville | MD | 04/2012 | 11/2021 |
| Diversified Estate Services | Raleigh | NC | 04/2012 | 04/2020 |
| Pom Investment Strategies, Llc | Raleigh | NC | 11/2021 | Present |
| Peace Of Mind Wealth Management, Llc | Raleigh | NC | 04/2020 | Present |
| Quincy Wells Advisors, Llc | Raleigh | NC | 07/2026 | Present |
| Quincy Wells Capital, Llc | Raleigh | NC | 07/2026 | Present |
4/2020 PEACE OF MIND WEALTH MANAGEMENT DOING ADVISORY BUSINESS FOR REUTEMANN FINANCIAL SOLUTIONS, INC, RALEIGH, NC., FKM DEVELOPERS LLC, 1/2007, NOT INVESTMENT RELATED, 6145 PARKDALE DRIVE, CLEMMONS, NC 27012, REAL ESTATE/LAND DEVELOPMENT, LOTS FOR RESIDENTIAL CONTRUCTION, 33% PARTNER, 5-7 HOURS/MONTH NONE DURING TRADING HOURS, DUTIES-MANAGEMENT, ADMINISTRATIVE. Sell fixed insurance products Member, POM Tax Strategies, LLC. Tax preparation and filing services. Affiliated entity under common ownership. Hours spent per month - 25.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-24 |
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