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Current Employers
Intelus Advisory Group, Llc

1014 Edenton St, Birmingham, AL 35242 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-09
AL RA APPROVED 2020-11-12
GA RA APPROVED 2020-11-03
TX RA APPROVED 2020-10-20
  • NC RA
    APPROVED
    Since 2021-02-09
  • AL RA
    APPROVED
    Since 2020-11-12
  • GA RA
    APPROVED
    Since 2020-11-03
  • TX RA
    APPROVED
    Since 2020-10-20

Branch Locations

1014 Edenton St, Birmingham, AL 35242 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2012 → Present
    Lpl Financial, Llc
    Birmingham, AL
  • 08/2012 → 02/2017
    Bridgeworth, Llc
    Birmingham, AL
  • 03/2017 → 11/2020
    Birmingham, AL
  • 09/2020 → Present
    Birmingham, AL
  • 02/2017 → Present
    Intelus Wealth Management
    Birmingham, AL
Previous Registrations
  • 2017-03-02 → 2020-11-12
    Birmingham, AL
    Dallas, TX
  • 2012-08-17 → 2017-03-01
    Bridgeworth Wealth Management
    Birmingham, AL
  • 2003-07-09 → 2012-08-15
    Osaic Fa, Inc.
    Birmingham, AL
    Montgomery, AL
    Birmingham, AL
  • 2002-05-21 → 2003-06-11
    E*Trade Advisory Services, Inc.
    Birmingham, AL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-13
S63 Uniform Securities Agent State Law Examination 1998-06-03
  • S65 Uniform Investment Adviser Law Examination
    2002-03-13
  • S63 Uniform Securities Agent State Law Examination
    1998-06-03
Designations
Other Names
  • Stanley Terrell Funches
  • Stanley T. Funches
  • Stanley T. Funches

View on SEC IAPD

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