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Advisor at INTRUA FINANCIAL
Venice, FL | HOUSTON, TX | Brookfield, WI
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 | Oct 16, 2025 | n/a | yes | Venice, FL|Brookfield, WI|HOUSTON, TX | Current employment |
| FREEDOM WEALTH ALLIANCE | Former SEC adviser | May 15, 2014 | Dec 12, 2023 | no | BROOKFIELD, WI|Venice, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 5, 2010 | May 16, 2014 | no | BROOKFIELD, WI|ELKHORN, WI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Mar 8, 2010 | no | LAKE GENEVA, WI|LAKE GENEVA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FREEDOM WEALTH ALLIANCE | INTRUA FINANCIAL | Dec 12, 2023 | Oct 16, 2025 | 674 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | FREEDOM WEALTH ALLIANCE | May 16, 2014 | May 15, 2014 | -1 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 8, 2010 | Mar 5, 2010 | -3 | Channel change | Wirehouse to wirehouse |