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Advisor at QUINCY WELLS ADVISORS, LLC
CHICAGO, IL | Alpine, CA
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 | Mar 27, 2026 | n/a | yes | Alpine, CA|CHICAGO, IL | Current employment |
| QUINCY WELLS ADVISORS, LLC | Independent wealth | Feb 9, 2026 | Mar 26, 2026 | no | CHICAGO, IL|Irvine, CA | Previous registration |
| JRL CAPITAL ADVISORS LLC | Former SEC adviser | Mar 13, 2020 | Feb 12, 2025 | no | NEWPORT BEACH, CA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 11, 2006 | Mar 12, 2020 | no | IRVINE, CA|IRVINE, CA|CLACKAMAS, OR|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JRL CAPITAL ADVISORS LLC | QUINCY WELLS ADVISORS, LLC | Feb 12, 2025 | Feb 9, 2026 | 362 | Firm change | RIA to RIA |
| VOYA FINANCIAL ADVISORS, INC. | JRL CAPITAL ADVISORS LLC | Mar 12, 2020 | Mar 13, 2020 | 1 | Firm change | Ibd to RIA |