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Advisor at INTELLUS ADVISORS, LLC
NAPLES, FL
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 |
|---|---|---|---|---|---|---|
| INTELLUS ADVISORS, LLC | Independent wealth | Nov 8, 2024 | n/a | yes | NAPLES, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jan 4, 2023 | Oct 7, 2024 | no | Naples, FL | Previous registration |
| CAPITAL ANALYSTS | Bd affiliated wealth | Sep 28, 2018 | Dec 16, 2022 | no | Tallahassee, FL|Fort Myers, FL | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Sep 13, 2018 | Dec 16, 2022 | no | Fort Washington, PA|Fort Myers, FL|Tallahassee, FL|Bonita Springs, FL|Bonita Springs, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | INTELLUS ADVISORS, LLC | Oct 7, 2024 | Nov 8, 2024 | 32 | Firm change | Ibd to new firm |
| CAPITAL ANALYSTS | RAYMOND JAMES & ASSOCIATES, INC. | Dec 16, 2022 | Jan 4, 2023 | 19 | Firm change | Ibd to ibd |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Dec 16, 2022 | Sep 28, 2018 | -1,540 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:332883:FL:2024-10-02 | Oct 7, 2024 | Nov 8, 2024 | NAPLES, FL | Firm change |
| 519:162200:FL:2022-12-08 | Dec 16, 2022 | Sep 28, 2018 | BONITA SPRINGS, FL | Firm change after gap |