DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mary Macintosh Harris

Quadcap Wealth Management, LLCindependent RIAFrisco, TxIA-onlyIAPD 4607197

Feed of 09/14/2026

Also filed as Mary Gaillard Macintosh

At current firm

9 y

since Jul 19, 2017

In the industry

23 y

since May 27, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedquadcapwm.comfirm site, Sep 15, 2026
Business email: mharris@quadcapwm.comreportedquadcapwm.comfirm site, Sep 15, 2026
Direct business phone: 469-423-8431reportedquadcapwm.comfirm site, Sep 15, 2026
Professional profile: quadcapwm.com/team/mary-harrisreportedquadcapwm.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Quadcap Wealth Management, LLC independent RIA current
since Jul 19, 2017 · Frisco, Tx
Fullcircle Wealth LLC former
Jan 12, 2015 to Aug 1, 2017 · Mckinney, Tx
Pnc Managed Account Solutions, Inc. former
Jul 19, 2013 to Jan 6, 2015 · Murphy, Tx
Directed Services LLC former
Aug 13, 2009 to Dec 1, 2010 · West Chester, Pa
Lincoln Financial Distributors, Inc. unclassified
Nov 24, 2003 to Apr 25, 2006 · Philadelphia, Pa
Osaic Fa, Inc. former
May 29, 2003 to Nov 11, 2003 · Vienna, Va

Moves

a registration end followed by a registration begin elsewhere

Fullcircle Wealth LLC to Quadcap Wealth Management, LLC
left Aug 1, 2017, registered Jul 19, 2017 (-13 days) · Other
Pnc Managed Account Solutions, Inc. to Fullcircle Wealth LLC
left Jan 6, 2015, registered Jan 12, 2015 (6 days) · Other
Directed Services LLC to Pnc Managed Account Solutions, Inc.
left Dec 1, 2010, registered Jul 19, 2013 (961 days) · Other
Lincoln Financial Distributors, Inc. to Directed Services LLC
left Apr 25, 2006, registered Aug 13, 2009 (1206 days) · Other
Osaic Fa, Inc. to Lincoln Financial Distributors, Inc.
left Nov 11, 2003, registered Nov 24, 2003 (13 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address