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Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC
Austin, TX | ALBERT LEA, MN
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 | Aug 17, 2023 | n/a | yes | ALBERT LEA, MN|Austin, TX | Current employment |
| FINDEC WEALTH SERVICES, INC. | Other adviser | Jan 11, 2021 | Dec 31, 2022 | no | STOCKTON, CA|AUSTIN, TX|STOCKTON, CA|AUSTIN, TX | Previous registration |
| FINANCIAL DECISIONS, INC. | Former SEC adviser | Jun 28, 2002 | Apr 23, 2021 | no | STOCKTON, CA|STOCKTON, CA | Previous registration |
| FINANCIAL DECISIONS, INC. | Former SEC adviser | Jun 28, 2002 | Jun 3, 1996 | no | STOCKTON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINDEC WEALTH SERVICES, INC. | INTELLICENTS INVESTMENT SOLUTIONS INC | Dec 31, 2022 | Aug 17, 2023 | 229 | Firm change | Other |
| FINANCIAL DECISIONS, INC. | FINDEC WEALTH SERVICES, INC. | Apr 23, 2021 | Jan 11, 2021 | -102 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118883:311949:CA:2021-04-23 | Apr 23, 2021 | Jan 11, 2021 | STOCKTON, CA | Firm change after gap |