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RG

Ronald A. Glasgow

QUINCY WELLS ADVISORS
Rockwall, TX
Some features on this profile are disabled
CRD#: 4429614
RG

Professional summary

Ronald Allen Glasgow II, CFP®, who also goes by Ronald A Glasgow II, Ronald A Glasgow Ii, Ron Glasgow, Ronald Allen Glasgow, is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Rockwall, Texas and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ronald has worked at 15 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronald A Glasgow Ii | Ronald A Glasgow Ii | Ron Glasgow | Ronald Allen Glasgow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Allen Glasgow II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

March 27, 2026 - Present

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
Rockwall, TX
Current

March 27, 2026 - Present

QUINCY WELLS CAPITAL, LLC

Office #1: 145 South Wells Ste 1301, Chicago, IL 60606
BD
CRD#: 334163
CHICAGO, IL
Past

October 10, 2024 - March 26, 2026

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
Rockwall, TX
Past

August 9, 2024 - March 26, 2026

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
Rockwall, TX
Past

May 22, 2023 - April 4, 2024

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

March 31, 2022 - August 15, 2022

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

November 5, 2021 - January 18, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

March 27, 2019 - October 5, 2021

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
Las Vegas, NV
Past

July 6, 2018 - April 9, 2019

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
Aliso Viejo, CA
Past

April 5, 2017 - May 7, 2018

TERRA CAPITAL MARKETS LLC

BD
CRD#: 123762
NEW YORK, NY
Past

November 9, 2016 - April 4, 2017

KBS CAPITAL MARKETS GROUP LLC

BD
CRD#: 132299
NEWPORT BEACH, CA
Past

January 25, 2016 - November 7, 2016

RIDGEWOOD SECURITIES CORPORATION

BD
CRD#: 15453
MONTVALE, NJ
Past

December 4, 2013 - January 26, 2016

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

February 7, 2013 - December 4, 2013

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ST LOUIS, MO
Past

October 18, 2010 - January 28, 2013

CAREY FINANCIAL, LLC

BD
CRD#: 15246
NEW YORK, NY
Past

December 8, 2009 - November 9, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

December 3, 2009 - November 9, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

May 22, 2008 - November 3, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

May 22, 2008 - November 3, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

February 5, 2007 - May 29, 2008

EDWARD JONES

RIA
CRD#: 250
LA JOLLA, CA
Past

November 20, 2001 - May 29, 2008

EDWARD JONES

BD
CRD#: 250
LA JOLLA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QW
QUINCY WELLS ADVISORS, LLC
GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA
Registered Investment Advisory firm - (3/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/27/2026)
RR
Texas
(3/27/2026)
IAR
Texas
(3/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/24/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

QW
QUINCY WELLS ADVISORS, LLC
GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA
Registered Investment Advisory firm - (3/16/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
145 South Wells, Ste 1301, Chicago, IL 60606
Mailing Address
9000 Keystone Crossing 7th Floor, Indianapoli, IN 46240
Phone number
(312) 356-4875
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GREAT POINT ADVISORS FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts149
AUM (Assets Under Management)$ 45,094,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUINCY WELLS ADVISORS, LLC

CRD#: 307477Rockwall, TX

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