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

ITAXANDINVESTMENTS INC

Current firm class

state registeredderived

Book size

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

Industry start

Dec 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 28, 2017

First registration

Jan 8, 2018

Dual registered

no

Other names

Rolando Ramirez Intia|roland intia

IAPD individual key

6899056

• Occurred

  Sep 2, 2025
  Advisor changed firm

  Rolando Intia left Lakeshore Capital Group, Inc. for Itaxandinvestments Inc (registered 2026-05-29)

  Form ADVobserved 6 days ago
• Occurred

  Jul 10, 2023
  Advisor changed firm

  Rolando Intia left J. W. Cole Advisors, Inc. for Lakeshore Capital Group, Inc. (registered 2023-06-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c35aa1e0-0091-2341-83de-41c101ac1d44

First observed

Jan 8, 2018

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.