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Advisor at QUINCY WELLS ADVISORS, LLC
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 | Mar 27, 2026 | n/a | yes | CHICAGO, IL | Current employment |
| QUINCY WELLS ADVISORS, LLC | Independent wealth | Jan 7, 2022 | Mar 26, 2026 | no | CHICAGO, IL | Previous registration |
| QUINCY WELLS ADVISORS, LLC | Independent wealth | Apr 15, 2020 | Dec 31, 2021 | no | CHICAGO, IL | Previous registration |
| BLUESKYE INVESTMENT ADVISERS, LLC | State registered | Jul 30, 2019 | Mar 16, 2020 | no | ORLANDO, FL|Chicago, IL | Previous registration |
| GREAT POINT ADVISORS LLC | n/a | Aug 4, 2014 | Dec 31, 2018 | no | CHICAGO, IL | Previous registration |
| GREAT POINT ADVISORS LLC | n/a | Aug 7, 2012 | Dec 31, 2013 | no | CHICAGO, IL | Previous registration |
| BROKERSXPRESS LLC | Former SEC adviser | Aug 10, 2010 | Sep 7, 2012 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| JESUP & LAMONT ADVISORS | n/a | Mar 9, 2010 | Jul 15, 2010 | no | CHICAGO, IL | Previous registration |
| JESUP & LAMONT SECURITIES CORP | n/a | Jun 4, 2009 | Jul 15, 2010 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| INTEROCEAN WEALTH MANAGEMENT LLC | n/a | Sep 17, 2007 | Oct 6, 2009 | no | CHICAGO, IL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Sep 5, 2007 | no | OAK BROOK, IL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Aug 1, 2005 | Apr 2, 2007 | no | OAK BROOK, IL|OAK BROOK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUESKYE INVESTMENT ADVISERS, LLC | QUINCY WELLS ADVISORS, LLC | Mar 16, 2020 | Apr 15, 2020 | 30 | Firm change | Other |
| GREAT POINT ADVISORS LLC | BLUESKYE INVESTMENT ADVISERS, LLC | Dec 31, 2018 | Jul 30, 2019 | 211 | Firm change | Other |
| BROKERSXPRESS LLC | GREAT POINT ADVISORS LLC | Sep 7, 2012 | Aug 7, 2012 | -31 | Firm change after gap | Other |
| JESUP & LAMONT ADVISORS | BROKERSXPRESS LLC | Jul 15, 2010 | Aug 10, 2010 | 26 | Firm change | Other |
| JESUP & LAMONT SECURITIES CORP | JESUP & LAMONT ADVISORS | Jul 15, 2010 | Mar 9, 2010 | -128 | Firm change after gap | Other |
| INTEROCEAN WEALTH MANAGEMENT LLC | JESUP & LAMONT SECURITIES CORP | Oct 6, 2009 | Jun 4, 2009 | -124 | Firm change after gap | Other |
| MORGAN STANLEY & CO. LLC | INTEROCEAN WEALTH MANAGEMENT LLC | Sep 5, 2007 | Sep 17, 2007 | 12 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164554:161097:IL:2018-12-31 | Dec 31, 2018 | Jul 30, 2019 | CHICAGO, IL | Firm change |