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Advisor at INTELUS ADVISORY GROUP, LLC
BIRMINGHAM, AL
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 |
|---|---|---|---|---|---|---|
| INTELUS ADVISORY GROUP, LLC | State registered | Oct 20, 2020 | n/a | yes | BIRMINGHAM, AL | Current employment |
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Mar 2, 2017 | Nov 12, 2020 | no | Birmingham, AL|DALLAS, TX | Previous registration |
| BRIDGEWORTH WEALTH MANAGEMENT | Former SEC adviser | Aug 17, 2012 | Mar 1, 2017 | no | BIRMINGHAM, AL | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jul 9, 2003 | Aug 15, 2012 | no | BIRMINGHAM, AL|MONTGOMERY, AL|BIRMINGHAM, AL | Previous registration |
| E*TRADE ADVISORY SERVICES, INC. | n/a | May 21, 2002 | Jun 11, 2003 | no | BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | INTELUS ADVISORY GROUP, LLC | Nov 12, 2020 | Oct 20, 2020 | -23 | Firm change | Ibd to state RIA |
| BRIDGEWORTH WEALTH MANAGEMENT | LEVEL FOUR ADVISORY SERVICES | Mar 1, 2017 | Mar 2, 2017 | 1 | Firm change | Other |
| OSAIC FA, INC. | BRIDGEWORTH WEALTH MANAGEMENT | Aug 15, 2012 | Aug 17, 2012 | 2 | Firm change | Other |
| E*TRADE ADVISORY SERVICES, INC. | OSAIC FA, INC. | Jun 11, 2003 | Jul 9, 2003 | 28 | Firm change | Other |