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Current Employers
Intrua Financial

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-11-15
TX RA APPROVED 2021-11-15
  • LA RA
    APPROVED
    Since 2021-11-15
  • TX RA
    APPROVED
    Since 2021-11-15

Branch Locations

425 Ashley Ridge Blvd Suite 380, Shreveport, LA 71106 • United States

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • 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
Lpl Financial, Llc Shreveport LA 03/2016 Present
Intrua Advisory Group, Llc (Dba: Cogent Advisory Group, Llc) Shreveport LA 04/2016 Present
  • 03/2016 → Present
    Lpl Financial, Llc
    Shreveport, LA
  • 04/2016 → Present
    Intrua Advisory Group, Llc (Dba: Cogent Advisory Group, Llc)
    Shreveport, LA
Previous Registrations
  • 2016-04-15 → 2021-12-09
    Intrua Advisory Group Llc
    Shreveport, LA
    Houston, TX
  • 2005-05-27 → 2016-04-01
    Shreveport, LA
    Shreveport, LA
  • 2004-09-22 → 2005-05-26
    A. G. Edwards & Sons, Inc.
    Katy, TX
Other Businesses

1. 5/2/2016 - Cornerstone Investment Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/31/2016 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 5/20/2020 - Intrua Advisor Group, LLC - DBA: (Hybrid) Cogent Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/31/2016 - 160 Hours Per Month/143 Hours During Securities Trading - I provide investment advisory services through Intrua Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 03/2016. 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. 8/7/2020 - Intrua Advisory Group, LLC - DBA: Intrua Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/20/2020 - 160 Hours Per Month/143 Hours During Securities Trading. 4. 10/19/2021 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/20/2020 - 160 Hours Per Month/143 Hours During Securities Trading. 5. 3/21/2023 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Promissory Note/Loan - LPL Financial Advisor - Start Date - 02/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading 6) 07/23/2025 - Petra Investment Strategies - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/17/2023 - 160 Hrs/Mth - 7 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-21
  • S66 Uniform Combined State Law Examination
    2004-09-21

View on SEC IAPD

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