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

INTELLICENTS INVESTMENT SOLUTIONS INC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jan 13, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 13, 1984

First registration

Aug 22, 2018

Dual registered

yes, broker-dealer

IAPD individual key

1135600

• Occurred

  Mar 11, 2026
  Advisor changed firm

  Paul Shaughnessy Duggan left Trg Advisors, Inc. for Intellicents Investment Solutions Inc (registered 2026-03-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ede6ca4c-8895-6701-0db1-361a042f4ae7

First observed

Aug 22, 2018

Last observed

Sep 15, 2026 5 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.