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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-01 |
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