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Rolando Intia

Itaxandinvestments Inc

Chicago, IL

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Current Employers
Itaxandinvestments Inc

6859 W Addison St Suite 1, Chicago, IL 60634 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-29
  • IL RA
    APPROVED
    Since 2026-05-29

Branch Locations

6859 W Addison St Suite 1, Chicago, IL 60634 • 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
Transamerica Financial Advisors, Inc Oakbrook Terrace IL 01/2018 12/2019
World Financial Group, Inc. Oakbrook Terrace IL 05/2017 12/2019
H&R Block Chicago IL 12/2007 05/2021
Lakeshore Tax Consulting Rolling Meadows IL 09/2021 09/2025
J.W. Cole Advisors, Inc. Tampa FL 10/2021 06/2023
Unemployed Chicago IL 06/2021 08/2021
Lakeshore Capital Group, Inc. Rolling Meadows IL 06/2023 09/2025
Itaxandinvestments, Inc. Chicago IL 09/2025 Present
  • 01/2018 → 12/2019
    Transamerica Financial Advisors, Inc
    Oakbrook Terrace, IL
  • 05/2017 → 12/2019
    World Financial Group, Inc.
    Oakbrook Terrace, IL
  • 12/2007 → 05/2021
    H&R Block
    Chicago, IL
  • 09/2021 → 09/2025
    Lakeshore Tax Consulting
    Rolling Meadows, IL
  • 10/2021 → 06/2023
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 06/2021 → 08/2021
    Unemployed
    Chicago, IL
  • 06/2023 → 09/2025
    Lakeshore Capital Group, Inc.
    Rolling Meadows, IL
  • 09/2025 → Present
    Itaxandinvestments, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-25
S65 Uniform Investment Adviser Law Examination 2017-08-28
  • S63 Uniform Securities Agent State Law Examination
    2019-05-25
  • S65 Uniform Investment Adviser Law Examination
    2017-08-28
Other Names
  • Rolando Ramirez Intia
  • Roland Intia

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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