Best Investors Account Sign in
Inactive

Joshua Gary Sankes

Intellus Advisors, LLC

Sarasota, FL

Naples, FL

CRD 4940114

Claim This Profile
Employer firm

Intellus Advisors, LLC CRD 332883

$1.35B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Intellus Advisors, Llc

8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-05
  • FL RA
    APPROVED
    Since 2024-11-05

Branch Locations

2999 S Tamiami Trail, Sarasota, FL 34239 • United States

8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • 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
Raymond James & Associates, Inc. Venice FL 02/2013 02/2018
Raymond James & Associates, Inc. Sarasota FL 08/2017 09/2024
Sankes Development/ Sienna Village/Sankes Sienna Sarasota FL 10/2015 11/2021
7Footer Holdings Sarasota FL 02/2019 Present
C Squared Enterprises Sarasota FL 01/2013 12/2021
Intellus Advisors Naples FL 10/2024 Present
  • 02/2013 → 02/2018
    Venice, FL
  • 08/2017 → 09/2024
    Sarasota, FL
  • 10/2015 → 11/2021
    Sankes Development/ Sienna Village/Sankes Sienna
    Sarasota, FL
  • 02/2019 → Present
    7Footer Holdings
    Sarasota, FL
  • 01/2013 → 12/2021
    C Squared Enterprises
    Sarasota, FL
  • 10/2024 → Present
    Intellus Advisors
    Naples, FL
Previous Registrations
  • 2013-02-13 → 2024-10-03
    Sarasota, FL
    Venice, FL
    Sarasota, FL
    Sarasota, FL
  • 2005-06-30 → 2013-02-13
    Morgan Keegan & Company, Llc
    Sarasota, FL
    Sarasota, FL
    South Venice, FL
Other Businesses

7 Footer Holdings; 7795 Holiday Drive N Sarasota, FL 34231; Real Estate Holding company; Owner; Manage the property; 2/2019- Present; 3 hours per month; 0.5 market hours 7 Footer Financial Inc.; 7795 Holiday Drive N Sarasota,FL 34231; S Corp for Income and Expenses of my day to day financial business; Owner; Day to Day operations of income and Expenses ; 9/2024 - Present; 160+ hours a month (Intellus business hours)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-28
  • S66 Uniform Combined State Law Examination
    2005-06-28

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor