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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
| NJ | RA | APPROVED | 2022-01-03 |
| LA | RA | APPROVED | 2021-11-18 |
| TX | RA | APPROVED | 2021-11-18 |
Branch Locations
425 Ashley Ridge Blvd, Suite 320, Shreveport, LA 71106 • United States
Watchung, NJ • 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 |
|---|---|---|---|---|
| Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc) | Watchung | NJ | 01/2014 | 11/2021 |
| Lpl Financial Llc | Watchung | NJ | 09/2010 | Present |
| Intrua Financial, Llc | Watchung | NJ | 09/2021 | Present |
1. 10/12/2010: CORNERSTONE INVESTMENT STRATEGIES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 03/13/2019 - 836 Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 02/07/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 11/9/2021 - Intrua Financial, LLC - DBA: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/01/2021 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 11/2021. 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. 4. 01/12/2022 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/20/2020 - 160 Hours Per Month/143 Hours During Securities Trading. 5. 3/21/2023 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Promissory Note/Loan - LPL Financial Advisor - Start Date - 02/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading. This outside business activity terminated on 05/01/2023. 6. 07/01/2021 - serves as Assistant Treasurer and member of the governing board at Stonecrest Community Church, Warren, NJ. Responsibilities include oversight of tithes and offerings and general church business matters. This is an uncompensated volunteer role requiring approximately one hour per week and is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-01 |
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