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145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-15 |
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