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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shreveport | LA | 10/2010 | Present |
| Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc) | Shreveport | LA | 01/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-24 |
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