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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-10-13 |
| WA | RA | APPROVED | 2020-02-10 |
| TX | RA | APPROVED | 2019-03-20 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
330 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Equities, Inc. | Plano | TX | 04/2008 | 02/2019 |
| Stancorp Investment Advisers, Inc. | Plano | TX | 01/2009 | 02/2019 |
| Intellicents Investment Solutions Inc. | Arlington | TX | 03/2019 | 12/2019 |
| Intellicents Investment Solutions Inc | Southlake | TX | 01/2020 | Present |
1. Town of Shady Shores; Not Investment Related; 101 S. Shady Shores Road, Shady Shores, TX 76208; Municipality; Town Council Member; Start Date: 12/6/2021; 8 hours per month; 0 hours per trading day; Serving as Town Council Member for Shady Shores, TX. 2. intellicents Lone Star, LLC; Yes Investment Related; 330 Morrison Park Dr. Suite 130, Southlake, TX 76092; Investment Advisory; Member; Start Date: 1/1/2022; 1 hour per month; 0 hours per trading day; No specific duties outside existing intellicents duties - passive ownership. 3. intellicents Great Lakes, LLC; Yes Investment Related; 953 Rome Beauty Drive Amherst, OH 44001; Investment Advisory; Member; Start Date: 1/1/2023; 1 hour per month; 0 hours per trading day; No specific duties outside existing intellicents duties-passive ownership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-24 |
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