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Inactive

James Charles Snyder

Intellus Advisors, LLC

Naples, FL

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Current Employers
Intellus Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-20
  • FL RA
    APPROVED
    Since 2024-11-20

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Naples FL 12/2013 11/2016
Wells Fargo Clearing Services, Llc Naples FL 11/2016 07/2018
Wells Fargo Clearing Services, Llc Naples FL 05/2019 05/2021
Coastal It Consulting Naples FL 07/2018 05/2019
Raymond James & Associates, Inc. Naples FL 05/2021 09/2024
Intellus Advisors Naples FL 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-28
  • S66 Uniform Combined State Law Examination
    2015-01-28
Designations
Other Names
  • Jim Snyder

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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