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Quincy Wells Advisors, LLC CRD 307477
$87.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-13 |
Branch Locations
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caliber Companies | Scottsdale | AZ | 11/2021 | 08/2024 |
| Architectural Surfaces | Scottsdale | AZ | 08/2021 | 11/2021 |
| Mgo Realty Advisors | Lake Oswego | OR | 01/2021 | 08/2021 |
| Perlo Construction | Tualatin | OR | 03/2020 | 12/2020 |
| Larog Brothers Jewelers | Tigard | OR | 11/2019 | 03/2020 |
| Outback Steakhouse | Tualatin | OR | 03/2018 | 12/2020 |
| Unemployed | Tualatin | OR | 01/2001 | 03/2018 |
| Great Point Capital, Llc | Chicago | IL | 10/2024 | 04/2026 |
| Quincy Wells Advisors, Llc | Chicago | IL | 10/2025 | Present |
| Quincy Wells Capital, Llc | Scottsdale | AZ | 04/2026 | Present |
Brenna Winters is a real estate agent at Citywide Reality. The address of Citywide Reality is 1645 E Missouri Ave, Unit 230; Phoenix, AZ 85016 . The start date is 5/2026. Brenna is not an active realtor. Citywide acts as a conduit to hang her real estate license for the time being.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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