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.

Current firm

INTELLUS ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 2, 2020

First registration

Mar 3, 2020

Dual registered

no

Other names

Nathan Shaffer

IAPD individual key

7205272

• Occurred

  Aug 8, 2025
  Advisor changed firm

  Nathan Myer Shaffer left Raymond James & Associates, Inc. for Intellus Advisors, Llc (registered 2025-09-10)

  Form ADVobserved 6 days ago
• Occurred

  Apr 7, 2022
  Advisor changed firm

  Nathan Myer Shaffer left Morgan Stanley for Raymond James & Associates, Inc. (registered 2022-04-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d6ad86f-1c6e-fd75-35ed-277a6f98508d

First observed

Mar 3, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.