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Kevin Rice

Intellus Advisors, LLC

Naples, FL

Sarasota, 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 2024-11-05
  • FL RA
    APPROVED
    Since 2024-11-05

Branch Locations

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

2999 S Tamiami Trail, Sarasota, FL 34239 • 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
Target Corporation Sarasota FL 07/2017 08/2019
Whole Foods Market Corporation Tallahassee FL 10/2019 05/2021
Education Foundation Of Sarasota County Sarasota FL 06/2021 08/2021
Costco Wholesale Corporation Tallahassee FL 09/2021 04/2022
Citigroup Tampa FL 06/2022 08/2022
Sp Plus Parking Corporation Sarasota FL 08/2022 01/2023
Robert W. Baird & Co. Milwaukee FL 02/2023 06/2024
N/A Sarasota FL 02/2001 07/2017
Raymond James & Associates, Inc Sarasota FL 06/2024 09/2024
Intellus Advisors Naples FL 10/2024 Present
  • 07/2017 → 08/2019
    Target Corporation
    Sarasota, FL
  • 10/2019 → 05/2021
    Whole Foods Market Corporation
    Tallahassee, FL
  • 06/2021 → 08/2021
    Education Foundation Of Sarasota County
    Sarasota, FL
  • 09/2021 → 04/2022
    Costco Wholesale Corporation
    Tallahassee, FL
  • 06/2022 → 08/2022
    Citigroup
    Tampa, FL
  • 08/2022 → 01/2023
    Sp Plus Parking Corporation
    Sarasota, FL
  • 02/2023 → 06/2024
    Robert W. Baird & Co.
    Milwaukee, FL
  • 02/2001 → 07/2017
    N/A
    Sarasota, FL
  • 06/2024 → 09/2024
    Raymond James & Associates, Inc
    Sarasota, FL
  • 10/2024 → Present
    Intellus Advisors
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-05
  • S66 Uniform Combined State Law Examination
    2023-05-05
Other Names
  • Kevin W Rice

View on SEC IAPD

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SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

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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