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Alfredo Gonzalez

Wealth Intelligence, LLC

Columbus, GA

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Current Employers
Wealth Intelligence, Llc

2900 Warm Springs Rd, Columbus, GA 30295 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-05
  • GA RA
    APPROVED
    Since 2024-12-05

Branch Locations

2900 Warm Springs Rd, Columbus, GA 30295 • 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
United States Army Fort Benning GA 05/2017 05/2022
United States Army Fort Campbell KY 02/2012 05/2017
Raymond James Financial Services, Inc. Columbus GA 01/2022 01/2025
Wealth Intelligence Columbus GA 01/2022 10/2024
United States Army Fort Bragg NC 04/2022 07/2022
Wealth Intelligence, Llc Columbus GA 10/2024 Present
Raymond James Financial Services Advisors, Inc. Columbus GA 07/2022 01/2025
  • 05/2017 → 05/2022
    United States Army
    Fort Benning, GA
  • 02/2012 → 05/2017
    United States Army
    Fort Campbell, KY
  • 01/2022 → 01/2025
    Raymond James Financial Services, Inc.
    Columbus, GA
  • 01/2022 → 10/2024
    Wealth Intelligence
    Columbus, GA
  • 04/2022 → 07/2022
    United States Army
    Fort Bragg, NC
  • 10/2024 → Present
    Wealth Intelligence, Llc
    Columbus, GA
  • 07/2022 → 01/2025
    Raymond James Financial Services Advisors, Inc.
    Columbus, GA
Previous Registrations
Other Businesses

1) National Civil War Naval Museum; Not investment related.; Board Member; Not Compensated.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2022-07-15

View on SEC IAPD

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EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Other Investors

S JAY PARKER
WHITNEY E SHACKELFORD
Brandy Mae Otterbacher Ragan
LISA SINDLE STEPPE
JOHN DITMAN FLORY
JASON M KELLY
DAVID CHRISTOPHER HANCOCK
GINA L HALL

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
WELLS FARGO CLEARING SERVICES, LLC · COLUMBUS, GA
EDWARD JONES · Columbus, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
EAGLE STRATEGIES LLC · COLUMBUS, GA
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus, GA

More in Columbus, GA

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