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Current Employers
Intrua Financial

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-04-21
NJ RA APPROVED 2023-04-21
CA RA APPROVED 2023-04-20
KY RA APPROVED 2023-04-20
NC RA APPROVED 2023-04-20
PA RA APPROVED 2023-04-20
CO RA APPROVED 2023-04-19
MD RA APPROVED 2023-04-19
TX RA APPROVED 2023-04-19
VA RA APPROVED 2023-04-19
  • GA RA
    APPROVED
    Since 2023-04-21
  • NJ RA
    APPROVED
    Since 2023-04-21
  • CA RA
    APPROVED
    Since 2023-04-20
  • KY RA
    APPROVED
    Since 2023-04-20
  • NC RA
    APPROVED
    Since 2023-04-20
  • PA RA
    APPROVED
    Since 2023-04-20
  • CO RA
    APPROVED
    Since 2023-04-19
  • MD RA
    APPROVED
    Since 2023-04-19
  • TX RA
    APPROVED
    Since 2023-04-19
  • VA RA
    APPROVED
    Since 2023-04-19

Branch Locations

Severna Park, MD • United States

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States

8115 Maple Lawn Boulevard Suite 350, Fulton, MD 20759 • 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
Raymond James Financial Services, Inc. Fulton MD 03/2012 04/2023
Raymond James Financial Services Advisors Inc. Fulton MD 03/2012 04/2023
Lynch Retirement Investment Group Fulton MD 03/2012 12/2016
Lpl Financial Severna Park MD 04/2023 Present
  • 03/2012 → 04/2023
    Raymond James Financial Services, Inc.
    Fulton, MD
  • 03/2012 → 04/2023
    Fulton, MD
  • 03/2012 → 12/2016
    Lynch Retirement Investment Group
    Fulton, MD
  • 04/2023 → Present
    Lpl Financial
    Severna Park, MD
Previous Registrations
Other Businesses

1- 04/2023 / Intrua Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 320 Hr Per Mnth & 40 Hrs During Trading / 99 Time Spnt Prcnt / Houston, TX 2- 04/26/2023 - Intrua Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 04/15/2023 - 320 Hours Per Month/40 Hours During Securities Trading - Time Spent 99% - I provide investment advisory services through Intrua Financial LLC an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 320 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 3- 04/04/2024 - DeLuca Financial Advisory LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/28/2024 - 1 Hour Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-26
  • S66 Uniform Combined State Law Examination
    2003-09-26

View on SEC IAPD

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