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Advisor at INTRUA FINANCIAL
BROADVIEW HEIGHTS, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTRUA FINANCIAL | Independent wealth | Jun 24, 2026 | n/a | yes | BROADVIEW HEIGHTS, OH | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 14, 2018 | n/a | yes | BROADVIEW HEIGHTS, OH | Current employment |
| TA-CHECK FINANCIAL LTD. | State registered | Jan 24, 2023 | Jun 16, 2026 | no | BROADVIEW HEIGHTS, OH|BROADVIEW HEIGHTS, OH | Previous registration |
| TA-CHECK FINANCIAL LTD. | State registered | Dec 7, 2017 | Dec 31, 2022 | no | Broadview Heights, OH | Previous registration |
| SII INVESTMENTS, INC. | Former SEC adviser | Oct 28, 2013 | Feb 14, 2018 | no | BROADVIEW, OH|APPLETON, WI|BROADVIEW HEIGHTS, OH|PARMA, OH|APPLETON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TA-CHECK FINANCIAL LTD. | INTRUA FINANCIAL | Jun 16, 2026 | Jun 24, 2026 | 8 | Firm change | Other |
| TA-CHECK FINANCIAL LTD. | LPL FINANCIAL LLC | Dec 31, 2022 | Feb 14, 2018 | -1,781 | Firm change after gap | Other |
| SII INVESTMENTS, INC. | TA-CHECK FINANCIAL LTD. | Feb 14, 2018 | Dec 7, 2017 | -69 | Firm change after gap | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122953:281554:OH:2026-06-16 | Jun 16, 2026 | Jun 24, 2026 | BROADVIEW HEIGHTS, OH | Firm change |
| 122953:6413:OH:2022-12-31 | Dec 31, 2022 | Feb 14, 2018 | BROADVIEW HEIGHTS, OH | Firm change after gap |
| 2225:122953:WI:2018-02-14 | Feb 14, 2018 | Dec 7, 2017 | APPLETON, WI | Firm change after gap |