Reed Haimson

QUINCY WELLS ADVISORS

College Grove, TN

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CRD#: 5533993

Professional summary

Reed Haimson, CFP® is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in College Grove, Tennessee and GREAT POINT CAPITAL LLC located in Lakewood, Colorado.

Reed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Reed has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 82, Series 22 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Reed Haimson'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: 2012

Experience

Current

January 7, 2022 - Present

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

College Grove, TN

Current

December 13, 2019 - Present

GREAT POINT CAPITAL LLC

Office #1: 215 South Wadsworth Blvd. Suite 250, Lakewood, CO 80226

CRD#: 114203

Lakewood, CO

Past

May 22, 2020 - December 31, 2021

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Denver, CO

Past

March 10, 2016 - December 19, 2019

COLORADO FINANCIAL SERVICE CORPORATION

CRD#: 104343

CENTENNIAL, CO

Past

August 31, 2010 - February 8, 2013

MORGAN STANLEY

RIA

CRD#: 149777

GREENWOOD VILLAGE, CO

Past

August 31, 2010 - February 8, 2013

MORGAN STANLEY

CRD#: 149777

GREENWOOD VILLAGE, CO

Past

August 5, 2008 - August 24, 2010

EDWARD JONES

RIA

CRD#: 250

LONE TREE, CO

Past

July 11, 2008 - August 24, 2010

EDWARD JONES

CRD#: 250

LONE TREE, CO

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".

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.

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

Alaska
(10/26/2021)

Arizona
(6/16/2021)

California
(12/13/2019)

Colorado
(12/13/2019)

IAR

Colorado
(1/7/2022)

Connecticut
(8/15/2023)

Delaware
(9/10/2020)

Florida
(2/12/2020)

Georgia
(3/28/2022)

Hawaii
(4/12/2022)

Idaho
(3/25/2021)

Illinois
(8/31/2021)

Indiana
(6/16/2021)

Iowa
(2/15/2023)

Kansas
(1/12/2026)

Louisiana
(6/16/2021)

Minnesota
(1/21/2026)

Missouri
(7/25/2022)

Nebraska
(12/4/2025)

Nevada
(12/12/2024)

New Hampshire
(12/15/2025)

New Jersey
(10/22/2020)

New York
(2/14/2022)

Ohio
(6/16/2021)

Oregon
(12/19/2019)

Pennsylvania
(2/15/2022)

Rhode Island
(6/24/2025)

South Carolina
(4/27/2022)

Tennessee
(8/16/2021)

Texas
(12/13/2019)

Utah
(10/22/2020)

Virginia
(9/24/2020)

West Virginia
(2/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/10/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/25/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 82

Date: 8/25/2018

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 22

Date: 3/10/2016

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 7

Date: 7/10/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (23 States and Territories)

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 Accounts	149
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.

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Firm Stability Insights

Reed Haimson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed Haimson's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUINCY WELLS ADVISORS, LLC

GREAT POINT CAPITAL LLC

QUINCY WELLS ADVISORS, LLC

COLORADO FINANCIAL SERVICE CORPORATION

MORGAN STANLEY

MORGAN STANLEY

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

QUINCY WELLS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/10/2016

Series 66

Date: 7/25/2008

SIE

Date: 10/1/2018

Series 82

Date: 8/25/2018

Series 22

Date: 3/10/2016

Series 7

Date: 7/10/2008

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUINCY WELLS ADVISORS, LLC

TRUST BUT VERIFY

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