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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-05 |
Branch Locations
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 07/2013 | Present |
| Private Advisor Group, Llc | Houston | TX | 10/2013 | 04/2021 |
| Intrua Financial, Llc | Houston | TX | 01/2021 | Present |
1. 4/14/2021 - Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Relationship Manager - Started 01/05/2021 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Intrua Financial, an independent investment advisor firm. I started this business activity in 04/2021. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 4/15/2021 - Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Relationship Manager - Started 01/05/2021 - I provide administrative support to Intrua Financial, an independent investment advisor firm. I started this business activity in 04/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 09/29/2021 - No Business Name - Investment Related - 4812 La Branch St Unit 5 Houston TX 77004 and Lima, Peru - Real Estate Rental - Start Date: 10/15/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 12/04/2023 - No Business Name - Inv Related - Houston, TX - Real Estate Rental - Start Date: 9/1/2023 - 1 Hr/Mo; 0 During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-20 |
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