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Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC
Lawrence, 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 | May 4, 2022 | n/a | yes | ALBERT LEA, MN|Lawrence, KS | Current employment |
| FRONTIER WEALTH MANAGEMENT, LLC | Former SEC adviser | Jul 7, 2021 | Apr 18, 2022 | no | LEAWOOD, KS | Previous registration |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | Bd affiliated wealth | Jul 25, 2018 | Jul 20, 2021 | no | KANSAS CITY, MO | Previous registration |
| CREATIVE PLANNING | Independent wealth | Oct 11, 2017 | Jul 24, 2018 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT, LLC | INTELLICENTS INVESTMENT SOLUTIONS INC | Apr 18, 2022 | May 4, 2022 | 16 | Firm change | Other |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | FRONTIER WEALTH MANAGEMENT, LLC | Jul 20, 2021 | Jul 7, 2021 | -13 | Firm change | Ibd to RIA |
| CREATIVE PLANNING | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | Jul 24, 2018 | Jul 25, 2018 | 1 | Firm change | RIA to RIA |