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Elizabeth Duggan

Intellicents Investment Solutions Inc

St. Petersburg, FL

Albert Lea, MN

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Current Employers
Intellicents Investment Solutions Inc

100 North Broadway, Albert Lea, MN 56007 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-18
  • FL RA
    APPROVED
    Since 2026-05-18

Branch Locations

St. Petersburg, FL • United States

100 North Broadway, Albert Lea, MN 56007 • 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
Va Greater Los Angeles Healthcare System Los Angeles CA 03/2019 09/2022
Va Boston Health Care System Boston MA 11/2017 03/2019
Kaiser Permanente Woodlawn MD 09/2017 11/2017
Johns Hopkins Hospital Baltimore MA 08/2016 09/2017
Trg Advisors, Inc Williamsville NY 12/2012 12/2016
Trg Financial, Inc Lakewood Ranch FL 09/2023 01/2026
Trg Advisors, Inc Lakewood Ranch FL 02/2022 01/2026
Intellicents Investment Solutions Albert Lea MN 01/2026 Present
  • 03/2019 → 09/2022
    Va Greater Los Angeles Healthcare System
    Los Angeles, CA
  • 11/2017 → 03/2019
    Va Boston Health Care System
    Boston, MA
  • 09/2017 → 11/2017
    Kaiser Permanente
    Woodlawn, MD
  • 08/2016 → 09/2017
    Johns Hopkins Hospital
    Baltimore, MA
  • 12/2012 → 12/2016
    Trg Advisors, Inc
    Williamsville, NY
  • 09/2023 → 01/2026
    Trg Financial, Inc
    Lakewood Ranch, FL
  • 02/2022 → 01/2026
    Trg Advisors, Inc
    Lakewood Ranch, FL
  • 01/2026 → Present
    Intellicents Investment Solutions
    Albert Lea, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-23
S63 Uniform Securities Agent State Law Examination 2024-09-12
  • S65 Uniform Investment Adviser Law Examination
    2026-01-23
  • S63 Uniform Securities Agent State Law Examination
    2024-09-12

View on SEC IAPD

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