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Current Employers
Quincy Wells Advisors, Llc

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-07
  • NC RA
    APPROVED
    Since 2026-05-07

Branch Locations

Monroe, NC • United States

145 South Wells, Ste 1301, Chicago, IL 60606 • 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
Free Market Financial Inc. Monroe NC 04/2011 Present
Great Point Capital, Llc Chicago IL 11/2024 03/2026
Freedom Investment Management, Inc. Hartford CT 03/2021 Present
Matson Money, Inc. Mason OH 02/2021 Present
Quincy Wells Advisors, Llc Chicago IL 07/2025 Present
Quincy Wells Capital, Llc Monroe NC 03/2026 Present
Previous Registrations
Other Businesses

Peter Kitzerow is president of Free Market Financial, Inc. Free Market Financial, Inc is in Monroe, NC. The start date is April 1st, 2010. His duties will be RIA operations and he plans to spend 40 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related. Peter Kitzerow will be the President - sole shareholder at Free Market Financial, Inc. a Life/Health Insurance Agency. The address of Free Market Financial, Inc is 5003 Brush Creek, Monroe, NC 28110. The start date is Apr 15, 2010. His duties will be to service existing insurance clients, make new sales, and he plans to spend 8 hours per month during normal trading hours and 22 hours per month outside of normal trading hours. This is not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-13
S65 Uniform Investment Adviser Law Examination 1999-07-07
  • S63 Uniform Securities Agent State Law Examination
    2024-12-13
  • S65 Uniform Investment Adviser Law Examination
    1999-07-07
Designations

View on SEC IAPD

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