Best Investors
Account
Sign in
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-15 |
| TX | RA | APPROVED | 2021-11-15 |
Branch Locations
Midlothian, TX • United States
425 Ashley Ridge Blvd., Shreveport, LA 71106 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 02/2021 |
| Southland Printing Company, Inc. | Shreveport | LA | 10/2009 | 10/2016 |
| Lpl Financial Llc | Shreveport | LA | 02/2021 | Present |
| Intrua Advisory Group, Llc | Houston | TX | 03/2021 | Present |
1)02/24/2021 - Cornerstone Investment Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Financial Advisor - Start: 02/2021 - 160 hours per month - 160 hours per month during trading hours - Investment Advisor activities 2) 02/01/2022 - Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/30/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Intrua Financial, an independent investment advisor firm. I started this business activity in 10/2021. 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 3) 03/2025 - Parkside Estates Homeowners Association, Inc. - Board Member, Midlothian, TX. Serving since March 2025. Unpaid position involving general HOA governance and oversight of community operations; no securities or investment-related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-23 |
Reach out to this advisor