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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
| MO | RA | APPROVED | 2025-05-15 |
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 |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 06/2014 | 03/2017 |
| Tiaa | Denver | CO | 03/2017 | 11/2023 |
| Larson Financial | Denver | CO | 01/2024 | 04/2025 |
| Lpl Financial Llc | St. Louis | MO | 04/2025 | Present |
1 - 04/2025 - Intrua Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hours/Month - At reported business location(s). 2) 05/27/2025 - Intrua Financial - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date: 05/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Intrua Financial an independent investment advisor firm. I started this business activity in 5/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-23 |
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