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Current Employers
Quincy Wells Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-27
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

Plano, TX • 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
Parker Wealth Management Allen TX 10/1996 Present
Titan Securities Dallas TX 01/2009 06/2023
Great Point Capital, Llc Chicago IL 06/2023 03/2026
Quincy Wells Advisors, Llc Chicago IL 06/2023 Present
Quincy Wells Capital, Llc Plano TX 03/2026 Present
  • 10/1996 → Present
    Parker Wealth Management
    Allen, TX
  • 01/2009 → 06/2023
    Titan Securities
    Dallas, TX
  • 06/2023 → 03/2026
    Great Point Capital, Llc
    Chicago, IL
  • 06/2023 → Present
    Chicago, IL
  • 03/2026 → Present
    Quincy Wells Capital, Llc
    Plano, TX
Previous Registrations
  • 2023-06-27 → 2026-03-26
    Chicago, IL
    Allen, TX
  • 2009-01-28 → 2023-06-27
    Titan Securities
    Ocala, FL
    Plano, TX
    Plano, TX
    Allen, TX
    Allen, TX
  • 2005-12-16 → 2009-01-22
    Securities America Advisors, Inc.
    The Colony, TX
    The Colony, TX
  • 1996-11-07 → 2005-12-31
    Tower Square Securities, Inc.
    The Colony, TX
Other Businesses

Phil Parker has an insurance practice under the name Parker Wealth Management that focuses on fixed annuity, life insurance, and long term care. The address is 825 Watters Creek Blvd, Suite 250 #0906, Allen TX 75013. The start date for this business is December 12, 1995. He spends 2 to 4 hours per month during normal trading hours and 2 to 4 hours after trading hours on average per month. This business is not securities related. Phil Parker is a US Coast Guard licensed captain and is owner of Capricious Adventurer, LLC since March 27 2017. The address is 825 Watters Creek Blvd, Suite 250 #0906 Allen TX 75013 The business is for owning and managing boat charter business. Currently the business is inactive and reactivation date is undetermined. Currently no hours spent during normal trading hours and less than 2 hours per month after trading hours. This is not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-08-06
S63 Uniform Securities Agent State Law Examination 1986-09-15
  • S65 Uniform Investment Adviser Law Examination
    1992-08-06
  • S63 Uniform Securities Agent State Law Examination
    1986-09-15
Other Names
  • Phil Parker

View on SEC IAPD

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