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Advisor at QUINCY WELLS ADVISORS, LLC
RYE BROOK, NY | PALM BEACH GARDENS, FL | Tampa, FL | CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| QUINCY WELLS ADVISORS, LLC | Independent wealth | Sep 10, 2026 | n/a | yes | Tampa, FL|CHICAGO, IL | Current employment |
| NAVIS WEALTH ADVISORS LLC | Independent wealth | Aug 14, 2026 | n/a | yes | PALM BEACH GARDENS, FL|RYE BROOK, NY | Current employment |
| MORGAN STANLEY | Wirehouse | Sep 30, 2025 | Mar 5, 2026 | no | Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | NAVIS WEALTH ADVISORS LLC | Mar 5, 2026 | Aug 14, 2026 | 162 | Firm change | Wirehouse to RIA |