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100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
3737 Buffalo Speedway Ste 400, Houston, TX 77098 • United States
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrua Financial Llc | Houston | TX | 04/2019 | Present |
| Yellowstone Landscape | Houston | TX | 10/2017 | 03/2019 |
| All Seasons Landscape | Brenham | TX | 06/2014 | 09/2017 |
| Lpl Financial Llc | Houston | TX | 04/2019 | Present |
1. 8/19/2019 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/21/2019 - Intrua Financial LLC - DBA: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Research Assistant - Started 4/2019 - 160 Hours Per Month - Time Spent 90% - I am a Research Assistant for Intrua Financial LLC, an independent investment advisor firm. I started this business activity in August 2019. 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. 11/30/2023 - Freedom Wealth Alliance - Registered Investment Advisor DBA - Director of Investments - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 80 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 11/2023. I expect to spend approximately 80 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 | 2019-10-23 |
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