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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-05-24 |
| WA | RA | APPROVED | 2018-05-21 |
| TX | RA | APPROVED | 2016-03-30 |
Branch Locations
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
3231 Fm 528, Friendswood, TX 76904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Angelo | TX | 03/2016 | Present |
| Intrua Financial | Houston | TX | 03/2016 | Present |
1.3/29/2016: Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 3/31/2016: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100%. 3. 4/5/2017 - True Blue Enterprises - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 04/18/2016 - 0 Hours Per Month. 4. 8/21/2018 - Wrinkle Gardner and Company - Investment Related - At Reported Business Location(s) - CPA Affiliate Program - Start Date:08/15/2018 - 40 Hours Per Month/40 Hours During Trading. 5). 10/16/2018 - True Blue Enterprises - DBA: Mark B. Magee AAMS - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:10/17/2018 - 160 Hours Per Month/8 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-16 |
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