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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Texas Teachers | Houston | TX | 11/2014 | 03/2017 |
| Lpl Financial, Llc | Houston | TX | 03/2017 | Present |
| Intrua Financial, Llc | Houston | TX | 03/2017 | Present |
1. 4/4/2018 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/13/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 4/4/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Started 09/21/2017 - 1 Hours Per Month During Securities Trading - Time Spent 1%. 3. 4/10/2018 - Intrua Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/13/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative services through Intrua Financial, LLC, an independent investment advisor firm. I started this business activity in April 2018. 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. 8/11/2020 - Intrua Financial, LLC - DBA: Oakmont Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Started 08/14/2020 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - I provide administrative support to Intrua Financial, LLC, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 2 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 | 2018-07-26 |
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