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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-05-08 |
| MO | RA | APPROVED | 2018-05-08 |
Branch Locations
7101 College Blvd. Suite 620, Overland Park, KS 66210 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital, Inc. | Dever | CO | 01/2017 | 05/2018 |
| Transamerica Retirement Solutions | Wheaton | IL | 06/2016 | 05/2018 |
| Intellicents Investment Solutions, Inc. | Leawood | KS | 05/2018 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2018 | Present |
1. INTELLICENTS INVESTMENT SOLUTIONS, INC., STAR DATE: 5/1/2018, 7101 COLLEGE BLVD., SUITE 620, OVERLAND PARK, KS 66210, CORPORATION, RIA, FINANCIAL CONSULTANT, PROVIDE FINANCIAL ADVICE TO PLAN SPONSORS AND PARTICIPANTS, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. Bags of Fun Kansas City, Start Date: 01/01/2018, 418 Baltimore Ave, Kansas City, MO 67111, 501c3, Charity Non-profit, Board Member/Volunteer, Quarterly board meetings, help promote the organization efforts, participate in fundraisers and introduce people to the cause, Investment Related. 3. iisBudd, LLC., Start Date: 01/01/2024, 12907 Eby Lane, Overland Park KS 66213, Pass through entity, President Retirement Services, This is a pass through entity. As of 01/01/2024 iisBudd, llc owns 5% of intellicents, inc. and intellicents investment solutions, inc., Investment Related, 0 hours per month, 0 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-21 |
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