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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
Branch Locations
Marble Hill, MO • 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 |
|---|---|---|---|---|
| Larson Financial Securities, Llc | St. Louis | MO | 05/2014 | 03/2024 |
| Larson Financial Group, Llc | Chesterfield | MO | 01/2020 | 03/2024 |
| Intrua Financial | Houston | TX | 04/2024 | Present |
| Lpl Financial Llc | Marble Hill | MO | 02/2026 | Present |
1. 02/05/2026; DAB FLEET LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/13/2026; 1hrs/mth; 1hrs during trading 2. 02/05/2026; DAB LEASING LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/13/2026; 1hrs/mth; 1hrs during trading 3. 06/26/2026 - Intrua Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 40 hours per month/ during trading 4. 06/26/2026 - Buchheit Financial Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Marble Hill, MO - Start Date 01/01/2020 - 1 hour per month/ during trading 5. 06/30/2026 - Intrua Financial - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 40 hours per month/ during trading -I provide investment advisory services to Intrua Financial, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 40 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-14 |
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