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Advisor at INTRUA FINANCIAL
Brookfield, WI | HOUSTON, TX
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 | Feb 27, 2024 | n/a | yes | HOUSTON, TX|Brookfield, WI | Current employment |
| FREEDOM WEALTH ALLIANCE | Former SEC adviser | Jun 2, 2016 | Aug 3, 2023 | no | BROOKFIELD, WI | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Jan 11, 2008 | May 11, 2016 | no | MILWAUKEE, WI|MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FREEDOM WEALTH ALLIANCE | INTRUA FINANCIAL | Aug 3, 2023 | Feb 27, 2024 | 208 | Firm change | RIA to RIA |
| ROBERT W. BAIRD & CO. INCORPORATED | FREEDOM WEALTH ALLIANCE | May 11, 2016 | Jun 2, 2016 | 22 | Firm change | Other |