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Advisor at INTELLUS ADVISORS, LLC
Sarasota, FL | 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 5, 2024 | n/a | yes | NAPLES, FL|Sarasota, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Oct 3, 2024 | no | SARASOTA, FL|VENICE, FL|SARASOTA, FL|Sarasota, FL | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Jun 30, 2005 | Feb 13, 2013 | no | SARASOTA, FL|SARASOTA, FL|SOUTH VENICE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | INTELLUS ADVISORS, LLC | Oct 3, 2024 | Nov 5, 2024 | 33 | Firm change | Ibd to new firm |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:332883:FL:2024-10-02 | Oct 3, 2024 | Nov 5, 2024 | SARASOTA, FL | Firm change |