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Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC
Wichita, KS | 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 | Jun 1, 2026 | n/a | yes | ALBERT LEA, MN|Wichita, KS | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 13, 2017 | Oct 6, 2020 | no | WICHITA, KS|SAN RAFAEL, CA|WICHITA, KS | Previous registration |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Apr 29, 2016 | Jun 1, 2026 | no | Andover, KS|SAN RAFAEL, CA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Sep 1, 2005 | May 10, 2016 | no | ANDOVER, KS|DERBY, KS|Wichita, KS | Previous registration |
| TOWER SQUARE SECURITIES, INC. | Former SEC adviser | Sep 20, 2002 | Aug 1, 2005 | no | DERBY, KS | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Sep 7, 2000 | Sep 18, 2002 | no | WICHITA, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | LPL FINANCIAL LLC | Jun 1, 2026 | Dec 13, 2017 | -3,092 | Firm change after gap | Other |
| LPL FINANCIAL LLC | INTELLICENTS INVESTMENT SOLUTIONS INC | Oct 6, 2020 | Jun 1, 2026 | 2,064 | Firm change after gap | Ibd to RIA |
| SECURITIES AMERICA ADVISORS, INC. | GLOBAL RETIREMENT PARTNERS LLC | May 10, 2016 | Apr 29, 2016 | -11 | Firm change | Other |
| TOWER SQUARE SECURITIES, INC. | SECURITIES AMERICA ADVISORS, INC. | Aug 1, 2005 | Sep 1, 2005 | 31 | Firm change | Other |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | TOWER SQUARE SECURITIES, INC. | Sep 18, 2002 | Sep 20, 2002 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:172011:KS:2016-05-10 | May 10, 2016 | Apr 29, 2016 | WICHITA, KS | Firm change |