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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-26 |
Branch Locations
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 | Amarillo | TX | 12/2008 | 01/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 03/2021 |
| Cwm Llc | Amarillo | TX | 08/2014 | 03/2021 |
| Pinnacle Financial Group | Amarillo | TX | 02/2014 | 10/2018 |
| Lpl Financial, Llc | Amarillo | TX | 03/2021 | Present |
| Intrua Financial, Llc | Houston | TX | 03/2021 | Present |
1) INTRUA FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) and Advisory business - INVESTMENT RELATED - 5207 Berget AMARILLO, TX 79106 - To provide Advisory and brokerage services - Registered Representative and Investment Adviser representative - 03/2021 - 160 per month - 160 hours during trading hours per month - Acting as a representative for Intrua and LPL 2) DOYLE FINANCIAL SERVICES, INC - NOT INVESTMENT RELATED - 5207 Berget AMARILLO, TX 79106 - - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Owner - 3/2021 - 2 hours per month - 0 hours during trading hours - no duties 3) 3/31/2021 - Intrua Financial, LLC - DBA: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 220 Hours Per Month/6 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Intrua Financial, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 220 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. 4) Outdoor Amarillo - Effective 01/01/2026, serves as an uncompensated Advisory Board Member for Outdoor Amarillo, a nonprofit organization focused on community outdoor development and recreational initiatives. This activity is not investment-related and involves no securities or financial services activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-01 |
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