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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-06-14 |
Branch Locations
117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raleigh Wealth Solutions, Inc. | Cary | NC | 09/2015 | Present |
| Gf Investment Services, Llc | Sarasota | FL | 01/2015 | 12/2018 |
| Intervest International Equities Corp | Colorado Springs | CO | 01/2019 | 12/2019 |
| Raleigh Capital Management | Cary | NC | 06/2017 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 07/2026 | Present |
1) Raleigh Wealth Solutions, Inc., a company offering life insurance and annuities. Located at 117 Edinburgh South Drive, Suite 110, Cary, NC 27511. Serves as an advisor, completing and processing insurance applications. Approximately 8 hours per month are spent in this position processing applications and recommending insurance products to clients, all during securities trading hours. Start date: 09/2015. This activity is investment related.__________________________________________________________________________________________________________________________________________________________________________. 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 on a commission basis. Position, title, or relationship with the other business: Registered Representative. Start date of your relationship: 7/2026. Approximate number of hours/month devoted to the other business: 35 hours per month. Approximate number of hours devoted to the other business during securities trading hours: 1.5 hours per month. Duties relating to the other business: Registered Representative advising on the purchase of securities on a commission basis.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-01 |
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