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Paul Shaughnessy Duggan

Intellicents Investment Solutions Inc

Albert Lea, MN

Lakewood Ranch, FL

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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 2026-03-23
  • FL RA
    APPROVED
    Since 2026-03-23

Branch Locations

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

Lakewood Ranch, FL • 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
Trg Financial, Inc Lakewood Ranch FL 08/1997 01/2026
Touchstone Retirement Group Llc Amherst NY 01/2012 02/2023
Trg Advisors, Inc. Lakewood Ranch FL 07/2018 01/2026
Mutual Securities, Inc. Camarillo CA 01/2026 Present
Intellicents Investment Solutions Inc Albert Lea MN 01/2026 Present
  • 08/1997 → 01/2026
    Trg Financial, Inc
    Lakewood Ranch, FL
  • 01/2012 → 02/2023
    Touchstone Retirement Group Llc
    Amherst, NY
  • 07/2018 → 01/2026
    Trg Advisors, Inc.
    Lakewood Ranch, FL
  • 01/2026 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 01/2026 → Present
    Intellicents Investment Solutions Inc
    Albert Lea, MN
Previous Registrations
  • 2018-08-22 → 2026-03-11
    Trg Advisors, Inc.
    Lakewood Ranch, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-01-13
  • S63 Uniform Securities Agent State Law Examination
    1984-01-13
Designations

View on SEC IAPD

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