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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 | 2026-07-22 |
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
4210 Valley Ridge Blvd, Suite 105, Ponte Vedra, FL 32081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 07/2001 | 04/2021 |
| Na | Na | XX | 04/2021 | 09/2021 |
| Intellicapital Advisors Llc | Ponte Vedra | FL | 09/2021 | Present |
| Strategic Advisors Llc | Jacksonville | FL | 01/2007 | 07/2018 |
| Intellicapital Advisors Llc | Ponte Vedra | FL | 11/2021 | Present |
Technology company engaged in the development, licensing, and operation of software products for financial services professionals and business users. Product portfolio includes: (1) BAFAos, a cloud-based financial planning and wealth management platform for SEC-registered investment advisers, providing compliance automation, client portal services, and multi-tenant practice management; (2) BAFAmail, an AI-powered email productivity application for business professionals; (3) BAFAswarm, a multi-agent AI deliberation and analysis platform; and (4) BAFAdev, a developer tools and security auditing platform. The company develops and markets software products; it does not provide investment advice, manage client assets, or act in a fiduciary capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-30 |
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