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Joshua Gary Sankes

Joshua G. Sankes

INTELLUS ADVISORS | First Vice President, Investments
Sarasota, FL 34239
Some features on this profile are disabled
CRD#: 4940114
Joshua Gary Sankes

Professional summary

Joshua Gary Sankes is a registered financial advisor currently at INTELLUS ADVISORS, LLC located in Sarasota, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Loans/credit services
Trust & estate planning
Insurance
Trading individual securities
Institutional consulting
Philanthropic services
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
7 Footer Holdings; 7795 Holiday Drive N Sarasota, FL 34231; Real Estate Holding company; Owner; Manage the property; 2/2019- Present; 3 hours per month; 0.5 market hours 7 Footer Financial Inc.; 7795 Holiday Drive N Sarasota,FL 34231; S Corp for Income and Expenses of my day to day financial business; Owner; Day to Day operations of income and Expenses ; 9/2024 - Present; 160+ hours a month (Intellus business hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Gary Sankes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 5, 2024 - Present

INTELLUS ADVISORS, LLC

Office #1: 2999 S Tamiami Trail, Sarasota, FL 34239
RIA
CRD#: 332883
Sarasota, FL
Past

February 13, 2013 - October 3, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Sarasota, FL
Past

February 13, 2013 - October 3, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Sarasota, FL
Past

June 30, 2005 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
SARASOTA, FL
Past

June 22, 2005 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
SARASOTA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTELLUS ADVISORS, LLC
INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC

CRD#: 332883 / SEC#: 801-131142

RIA
Registered Investment Advisory firm - (9/18/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/27/2011
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/2005
General Securities Representative Examination

Current Firm

IA
INTELLUS ADVISORS, LLC
INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC

CRD#: 332883 / SEC#: 801-131142

RIA
Registered Investment Advisory firm - (9/18/2024 Approved)
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Contact information

Main Address
8625 Tamiami Trail N. Suite 301, Naples, FL 34108
Mailing Address
Phone number
(239) 649-3600
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTELLUS ADVISORS, LLC ADV PART 2A BROCHURE 4 22 2025 (4/22/2025)
INTELLUS ADVISORS WRAP BROCHURE 4 8 2025 (4/8/2025)

Regulatory assets under management

Total Number of Accounts3,377
AUM (Assets Under Management)$ 1,183,640,395

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTELLUS ADVISORS, LLC

First Vice President, InvestmentsCRD#: 332883Sarasota, FL 34239

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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