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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-15 |
Branch Locations
117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial: Cbk Wealth Management | Raleigh | NC | 08/2022 | 12/2024 |
| Student | Raleigh / Chicago | NC | 01/2015 | 12/2022 |
| Myway Tavern | Raleigh | NC | 01/2022 | 12/2023 |
| Raleigh Wealth Solutions Inc | Cary | NC | 12/2024 | Present |
| Raleigh Capital Management | Cary | NC | 04/2025 | Present |
| Mellow Mushroom | Raleigh | NC | 01/2019 | 12/2021 |
| Great Point Capital, Llc | Chicago | IL | 08/2025 | 05/2026 |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1) Jack Erickson will be an Insurance Agent at Raleigh Wealth Solutions. The address of Raleigh Wealth Solutions is 117 Edinburgh South Drive, Cary, NC 2760. The start date is Aug 1, 2025. His duties will be to recommend products, and he plans to spend 20 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This 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. Start date: 5/1/2026. Nature of the other business - Registered Representative offering alternative investments on a commission basis. Position, title, or relationship with the other business - Registered Representative. Approximate number of hours/month devoted to the other business - Minimal. Approximate number of hours devoted to the other business during securities trading hours - Minimal. Duties relating to the other business - Registered Representative advising on the purchase of securities on a commission basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-02 |
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