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Current Employers
Intellicapital Advisors Llc

4210 Valley Ridge Blvd, Suite 105, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-22
FL RA APPROVED 2023-01-28
  • TX RA
    APPROVED_RES
    Since 2026-07-22
  • FL RA
    APPROVED
    Since 2023-01-28

Branch Locations

4210 Valley Ridge Blvd, Suite 105, Ponte Vedra, FL 32081 • United States

4210 Valley Ridge Blvd Ste 142, Ponte Verda, FL 32081 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 09/2000 11/2021
Unemployed Jacksonville FL 11/2021 07/2022
Principal Life Insurance Company Jacksonville FL 07/2022 01/2023
Principal Securities Inc Jacksonville FL 07/2022 01/2023
Intellicapital Advisors Llc Ponte Vedra FL 01/2023 Present
  • 09/2000 → 11/2021
    Fidelity Investments
    Jacksonville, FL
  • 11/2021 → 07/2022
    Unemployed
    Jacksonville, FL
  • 07/2022 → 01/2023
    Principal Life Insurance Company
    Jacksonville, FL
  • 07/2022 → 01/2023
    Jacksonville, FL
  • 01/2023 → Present
    Ponte Vedra, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-06
S63 Uniform Securities Agent State Law Examination 2001-01-23
  • S66 Uniform Combined State Law Examination
    2005-09-06
  • S63 Uniform Securities Agent State Law Examination
    2001-01-23

View on SEC IAPD

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