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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
  • LA 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 10/2010 Present
Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc) Shreveport LA 01/2014 Present
  • 10/2010 → Present
    Lpl Financial Llc
    Shreveport, LA
  • 01/2014 → Present
    Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc)
    Shreveport, LA
Previous Registrations
  • 2014-02-13 → 2021-12-09
    Intrua Advisory Group Llc
    Shreveport, LA
    Houston, TX
    Shreveport, LA
  • 2008-07-29 → 2010-10-12
    St Louis, MO
    Shreveport, LA
    Shreveport, LA
    Mansfield, LA
    Shreveport, LA
Other Businesses

1. 10/14/2010: CORNERSTONE INVESTMENT STRATEGIES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 2/4/2015: JULIE O'GLEE PHOTOGRAPHY - Not Investment Related - HOME BASED - PHOTOGRAPHY - START 01/01/2014 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 01/10/2022 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/20/2020 - 143 Hours Per Month/160 Hour During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-24
  • S66 Uniform Combined State Law Examination
    2008-07-24
Other Names
  • Julie Lynn Burns
  • Julie Lynn Booker
  • Julie Lynn Boswell
  • Julie Scogin
  • Julie Lynn Scogin
  • Julie Lynn O'GLee
  • Julie Lynn O'GLee

View on SEC IAPD

More in Shreveport, LA

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