Investment adviser representative · Intellicents Investment Solutions Inc.

Elizabeth Duggan

CRD 7594286 · St. Petersburg, FL

At a glance

Elizabeth Duggan is an investment adviser representative with Intellicents Investment Solutions Inc. in St. Petersburg, FL, according to the SEC’s Investment Adviser Public Disclosure records.

Current advisory firm

Intellicents Investment Solutions Inc.Since May 2026St. Petersburg, FL · $9.9B in regulatory assets

SEC adviser record

Registered since: 2026
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Elizabeth’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.