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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-20 |
| PA | RA | APPROVED | 2023-11-20 |
Branch Locations
6160 Summit Drive N, Suite 580, Minneapolis, MN 55430 • 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 |
|---|---|---|---|---|
| Mundaneaway, Inc. | Andover | MN | 06/2011 | Present |
| Liberty Advisor Managed Assets, Inc. | Andover | MN | 07/2015 | 05/2022 |
| Counsel Wealth Management, Inc. | St Paul | MN | 01/2018 | 06/2020 |
| Apw Capital, Inc. | Parsippany | NJ | 01/2018 | 06/2020 |
| Larson Wealth Partners | Minneapolis | MN | 06/2020 | 03/2022 |
| Larson Financial Group, Llc | Chesterfield | MO | 10/2021 | 11/2023 |
| Larson Network Services | Chesterfield | MO | 10/2020 | 11/2023 |
| Intrua Financial | Houston | TX | 11/2023 | Present |
| Lpl Financial Llc | Andover | MN | 08/2024 | Present |
| Vpm Partners | Sedona | AZ | 06/2011 | 12/2017 |
1) 01/01/2024- Intrua Financial, LLC- Registered Investment Advisor DBA- INV Related- At Brookfield, WI- Start date 01/01/2024- 160 Hours Per Month- 40 Hours During Trading- I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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. 2) 08/20/2024 - Intrua Financial - Investment Related -At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:07/30/2024 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 8/2024. 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) 08/16/2024 - Chalice Network - Not Investment Related - For-Profit, Advisory Board Member - Melbourne, Florida - Start Date:09/09/2021 - 0 Hrs/Mth - 0 Hrs During Trading. This outside business activity ended 03/2026. 4) 08/16/2024 - lntrua Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/04/2024 - 160 Hrs/Mth - 40 Hrs During Trading. 5) 08/16/2024 - MundaneAway Inc - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date:07/05/2011 - 10 Hrs/Mth - 0 Hrs During Trading. 6) 08/16/2024 - Real Estate Rental - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:11/01/2012 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 08/16/2024 - Wood Equipment Rental LLC - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date:11/02/2023 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-08 |
| S66 | Uniform Combined State Law Examination | 2010-04-24 |
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