Best Investors
Account
Sign in
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-26 |
Reach out to this advisor