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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

DANIEL WADE WILLIAMS

Advisor at QUINCY WELLS ADVISORS, LLC

CHICAGO, IL | Needham, MA

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Search this name across graphsid dfx:ria:21fe1945-ecc3-145a-6ad1-1f50da84d250

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: QUINCY WELLS ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 22, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 22, 2007
First registration: Feb 15, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5293652

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
QUINCY WELLS ADVISORS, LLC	Independent wealth	Apr 16, 2026	n/a	yes	CHICAGO, IL\|Needham, MA	Current employment
QUINCY WELLS ADVISORS, LLC	Independent wealth	Mar 13, 2024	Mar 26, 2026	no	Wellfleet, MA\|CHICAGO, IL\|Needham, MA	Previous registration
ACORN FINANCIAL ADVISORY SERVICES, INC.	Independent wealth	Oct 7, 2013	Jan 19, 2024	no	NEEDHAM, MA\|RESTON, VA	Previous registration
WELLFLEET WEALTH ADVISORS LLC	n/a	Sep 22, 2011	Nov 20, 2013	no	NEEDHAM, MA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 15, 2008	Sep 27, 2011	no	NEEDHAM, MA\|BRAINTREE, MA\|CANTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ACORN FINANCIAL ADVISORY SERVICES, INC.	QUINCY WELLS ADVISORS, LLC	Jan 19, 2024	Mar 13, 2024	54	Firm change	RIA to RIA
WELLFLEET WEALTH ADVISORS LLC	ACORN FINANCIAL ADVISORY SERVICES, INC.	Nov 20, 2013	Oct 7, 2013	-44	Firm change after gap	Other
VOYA FINANCIAL ADVISORS, INC.	WELLFLEET WEALTH ADVISORS LLC	Sep 27, 2011	Sep 22, 2011	-5	Firm change	Other

Relationships

Registered with (4)

→ QUINCY WELLS ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 13, 2024 to Mar 26, 2026factForm ADV
→ ACORN FINANCIAL ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 7, 2013 to Jan 19, 2024factForm ADV
→ WELLFLEET WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 22, 2011 to Nov 20, 2013factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 15, 2008 to Sep 27, 2011factForm ADV

Dated events

Occurred
Jan 19, 2024
Advisor changed firm
Daniel Wade Williams left Acorn Financial Advisory Services, Inc. for Quincy Wells Advisors, Llc (registered 2024-03-13)
Form ADVobserved 4 days ago