Peyton G. Culberson

QUINCY WELLS ADVISORS

CHICAGO, IL 60606

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CRD#: 7568498

Professional summary

Peyton Graham Culberson, who also goes by Peyton Graham Culberson, Peyton Culberson, is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Chicago, Illinois and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois.

Peyton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Peyton has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Aliases

Peyton Graham Culberson | Peyton Culberson

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.

1) MEGATEL CAPITAL INVESTMENTS 2101 CEDAR SPRINGS ROAD, SUITE 700, DALLAS, TX 75201 - REAL ESTATE CONSTRUCTION FINANCING - PROVIDE DIRECT REAL ESTATE INVESTMENTS TO INDEPENDENT BROKER DEALERS/REGISTERED INVESTMENT ADVISORS - ASSOCIATE VICE PRESIDENT OF SALES SINCE 6/2023 - APPROX 200 HRS/MO - SALARY/COMMISSION 2) DELTA MARKETING 2006 WESTMOOR PLACE, ARLINGTON, TX 76015 - MARKETING AD CAMPAIGNS FOR ROOFING COMPANIES - OWNER SINCE 12/2021 - APPROX 10 HRS/MO - COMMISSIONS 3) PEYTON CULBERSON 2006 WESTMOOR PL, ARLINGTON, TX 76015 - INVESTMENT PROPERTY - LANDLORD SINCE 9/4/2024 - APPROX 3 HRS/MO - RENT COMPENSATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peyton Graham Culberson'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®

None

Experience

Current

July 23, 2026 - Present

QUINCY WELLS ADVISORS, LLC

Office #1: 145 South Wells, Ste 1301, Chicago, IL 60606

RIA

CRD#: 307477

CHICAGO, IL

Current

July 23, 2026 - Present

QUINCY WELLS CAPITAL, LLC

Office #1: 145 South Wells Ste 1301, Chicago, IL 60606

CRD#: 334163

CHICAGO, IL

Past

August 20, 2024 - June 8, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144426

Dallas, TX

Past

June 23, 2023 - June 8, 2026

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

DALLAS, TX

Past

March 6, 2023 - April 28, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

June 19, 2022 - April 28, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

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

Texas
(7/23/2026)

IAR

Texas
(7/23/2026)

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

IAR

Series 66

Date: 3/3/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/20/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/18/2022

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

Peyton G. Culberson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peyton Graham Culberson's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUINCY WELLS CAPITAL, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS ADVISORY, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

QUINCY WELLS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2023

Series 63

Date: 10/20/2022

Series 7TO

Date: 6/18/2022

SIE

Date: 3/18/2022

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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