DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC
ALBERT LEA, MN | Lake Mills, IA
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 |
|---|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS INC | Mixed wealth | Apr 4, 2018 | n/a | yes | Lake Mills, IA|ALBERT LEA, MN | Current employment |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 4, 2002 | Apr 3, 2018 | no | LAKE MILLS, IA|LAKE MILLS, IA | Previous registration |
| CAULDWELL FINANCIAL GROUP INC | n/a | May 4, 2001 | Dec 31, 2003 | no | LAKE MILLS, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | INTELLICENTS INVESTMENT SOLUTIONS INC | Apr 3, 2018 | Apr 4, 2018 | 1 | Firm change | Other |
| CAULDWELL FINANCIAL GROUP INC | SECURIAN FINANCIAL SERVICES, INC. | Dec 31, 2003 | Nov 4, 2002 | -422 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 15296:107498:IA:2018-04-03 | Apr 3, 2018 | Apr 4, 2018 | LAKE MILLS, IA | Firm change |