DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INTRUA FINANCIAL
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 | May 15, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Jan 10, 2024 | Apr 25, 2025 | no | Denver, CO|SAINT LOUIS, MO|SAINT LOUIS, MO | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 9, 2017 | Nov 3, 2023 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | INTRUA FINANCIAL | Apr 25, 2025 | May 15, 2025 | 20 | Firm change | Ibd to RIA |
| ADVICE AND PLANNING SERVICES | LARSON FINANCIAL GROUP, LLC | Nov 3, 2023 | Jan 10, 2024 | 68 | Firm change | Ibd to ibd |