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Inactive

Tanner Jay Betts

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 2024-11-08
  • FL RA
    APPROVED
    Since 2024-11-08

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
Gabor Agency Tallahassee FL 11/2017 12/2022
Publix Tallahassee FL 08/2014 08/2017
Screen It Inc. Bonita Springs FL 07/2017 07/2017
Florida State Universtiy Tallahassee FL 08/2014 05/2018
Lincoln Investment Planning, Llc Fort Washington PA 07/2018 12/2022
Raymond James & Associates, Inc. Naples FL 12/2022 09/2024
Intellus Advisors Naples FL 10/2024 Present
  • 11/2017 → 12/2022
    Gabor Agency
    Tallahassee, FL
  • 08/2014 → 08/2017
    Publix
    Tallahassee, FL
  • 07/2017 → 07/2017
    Screen It Inc.
    Bonita Springs, FL
  • 08/2014 → 05/2018
    Florida State Universtiy
    Tallahassee, FL
  • 07/2018 → 12/2022
    Lincoln Investment Planning, Llc
    Fort Washington, PA
  • 12/2022 → 09/2024
    Raymond James & Associates, Inc.
    Naples, FL
  • 10/2024 → Present
    Intellus Advisors
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-06
  • S66 Uniform Combined State Law Examination
    2018-09-06
Other Names
  • Tanner Betts

View on SEC IAPD

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CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
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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