RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Tanner Jay Betts
- Business email
- tanner.betts@intellusadvisors.comreportedintellusadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Intellus Advisors, LLC independent RIA currentsince Nov 8, 2024 · Naples, Fl
- Raymond James & Associates, Inc. national BDJan 4, 2023 to Oct 7, 2024 · Naples, Fl
- Capital Analysts BD affiliatedSep 28, 2018 to Dec 16, 2022 · Tallahassee, Fl
- Lincoln Investment independent RIASep 13, 2018 to Dec 16, 2022 · Fort Washington, Pa
- Raymond James & Associates, Inc. to Intellus Advisors, LLCleft Oct 7, 2024, registered Nov 8, 2024 (32 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Capital Analysts to Raymond James & Associates, Inc.left Dec 16, 2022, registered Jan 4, 2023 (19 days) · Affiliated broker-dealer or bank to another
- Lincoln Investment to Capital Analystsleft Dec 16, 2022, registered Sep 28, 2018 (-1540 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Tanner Jay Betts left Raymond James & Associates, Inc. for Intellus Advisors, Llc (registered 2024-11-08)Oct 7, 2024 · Advisor changed firm · fact
- Tanner Jay Betts left Capital Analysts for Raymond James & Associates, Inc. (registered 2023-01-04)Dec 16, 2022 · Advisor changed firm · fact
- Tanner Jay Betts left Lincoln Investment for Capital Analysts (registered 2018-09-28)Dec 16, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address