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1014 Edenton St, Birmingham, AL 35242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-09 |
| AL | RA | APPROVED | 2020-11-12 |
| GA | RA | APPROVED | 2020-11-03 |
| TX | RA | APPROVED | 2020-10-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Birmingham | AL | 08/2012 | Present |
| Bridgeworth, Llc | Birmingham | AL | 08/2012 | 02/2017 |
| Level Four Advisory Services | Birmingham | AL | 03/2017 | 11/2020 |
| Intelus Advisory Group, Llc | Birmingham | AL | 09/2020 | Present |
| Intelus Wealth Management | Birmingham | AL | 02/2017 | Present |
1) 01/29/2013: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - GUARDIAN LIFE INSURANCE 2) 01/29/2013: NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - CRUMP INSURANCE 3) 3/6/2017: Intelus Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/07/2007 - 120 Hours Per Month/7 Hours During Securities Trading. 4) 10/01/2019 - Stanley T Funches - Investment related - Home based - Author - start date:09/06/2019 - 10 hrs/mo - 1 hr during trading. 5) 11/30/2020 - INTELUS Advisory Group - DBA: (HYBRID) INTELUS Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/21/2017 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through INTELUS Advisory Group, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 11/30/2020 - INTELUS Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/13/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through INTELUS Advisory Group, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-03 |
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