Best Investors Account Sign in
Inactive

Mursaleen Mohammad Tariq

Peace Of Mind Wealth Management

Raleigh, NC

CRD 6285352

Claim This Profile
Employer firm

Peace Of Mind Wealth Management CRD 317067

$283M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Peace Of Mind Wealth Management

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-17
NC RA APPROVED 2021-12-21
  • TX RA
    APPROVED
    Since 2023-03-17
  • NC RA
    APPROVED
    Since 2021-12-21

Branch Locations

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2012 → 11/2021
    Reutemann Financial Solutions, Inc.
    Rockville, MD
  • 04/2012 → 04/2020
    Diversified Estate Services
    Raleigh, NC
  • 11/2021 → Present
    Pom Investment Strategies, Llc
    Raleigh, NC
  • 04/2020 → Present
    Peace Of Mind Wealth Management, Llc
    Raleigh, NC
  • 07/2026 → Present
    Quincy Wells Advisors, Llc
    Raleigh, NC
  • 07/2026 → Present
    Quincy Wells Capital, Llc
    Raleigh, NC
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-24
  • S65 Uniform Investment Adviser Law Examination
    2013-05-24
Designations
  • Certified Financial Planner
Other Names
  • Murs Tariq
  • Mursaleen M Tariq

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Raleigh, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor