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James Bullett Manale

Intrua Financial

Houston, TX

Dallas, TX

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Current Employers
Intrua Financial

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-16
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States

15660 Dallas Pkwy Suite 860, Dallas, TX 75248 • 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
Altitude Trampoline Park Lubbock TX 08/2016 06/2017
Texas Elite Gymnastics Academy Lubbock TX 06/2017 08/2018
Alliance Credit Union Lubbock TX 08/2018 03/2021
Texas Tech University Lubbock TX 03/2021 05/2021
Lpl Financial Llc Houston TX 05/2021 Present
Texas Tech University Lubbock TX 08/2021 12/2021
  • 08/2016 → 06/2017
    Altitude Trampoline Park
    Lubbock, TX
  • 06/2017 → 08/2018
    Texas Elite Gymnastics Academy
    Lubbock, TX
  • 08/2018 → 03/2021
    Alliance Credit Union
    Lubbock, TX
  • 03/2021 → 05/2021
    Texas Tech University
    Lubbock, TX
  • 05/2021 → Present
    Lpl Financial Llc
    Houston, TX
  • 08/2021 → 12/2021
    Texas Tech University
    Lubbock, TX
Other Businesses

1)08/23/2022 - Intrua Financial - DBA for LPL Business (entity for LPL business) - Inv Rel At Reported Business Location(s) 2)10/11/2022 - INTRUA FINANCIAL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - Start Date - 8/2022 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Intrua Financial, an independent investment advisor firm. I started this business activity in 10/11/2022. 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. 3) 10/11/2022 - INTRUA FINANCIAL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - Start Date - 8/2022 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Intrua Financial, an independent investment advisor firm. I started this business activity in 10/11/2022. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2025-04-01
Designations

View on SEC IAPD

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