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Jonathan Richard Duggan

Intellicents Investment Solutions Inc

Alpharetta, GA

Albert Lea, MN

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Current Employers
Intellicents Investment Solutions Inc

100 North Broadway, Albert Lea, MN 56007 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-20
  • GA RA
    APPROVED
    Since 2026-02-20

Branch Locations

Alpharetta, GA • United States

100 North Broadway, Albert Lea, MN 56007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trg Financial Inc. Alpharetta GA 08/2009 Present
Trg Advisors, Inc. Alpharetta GA 07/2018 Present
American Trust Retirement Services Pittsburgh PA 02/2023 06/2025
Touchstone Retirement Group Buffalo NY 01/2012 02/2023
Intellicents Investment Solutions, Inc. Alpharaetta GA 01/2026 Present
  • 08/2009 → Present
    Trg Financial Inc.
    Alpharetta, GA
  • 07/2018 → Present
    Trg Advisors, Inc.
    Alpharetta, GA
  • 02/2023 → 06/2025
    American Trust Retirement Services
    Pittsburgh, PA
  • 01/2012 → 02/2023
    Touchstone Retirement Group
    Buffalo, NY
  • 01/2026 → Present
    Intellicents Investment Solutions, Inc.
    Alpharaetta, GA
Previous Registrations
  • 2018-10-22 → 2026-03-11
    Trg Advisors, Inc.
    Alpharetta, GA
    Lakewood Ranch, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-14
S63 Uniform Securities Agent State Law Examination 2003-01-06
  • S66 Uniform Combined State Law Examination
    2009-09-14
  • S63 Uniform Securities Agent State Law Examination
    2003-01-06
Other Names
  • Jonathan Richard Duggan

View on SEC IAPD

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