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4210 Valley Ridge Blvd, Suite 105, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| FL | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-23 |
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