JE
Joshua A. Edwards
INTRUA FINANCIAL
Fulton, MD 20759
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CRD#: 7972708
JE
Professional summary
Joshua Anthony Edwards, who also goes by Joshua Edwards, is a registered financial advisor currently at INTRUA FINANCIAL located in Fulton, Maryland and LPL FINANCIAL LLC located in Fulton, Maryland.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Joshua has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Edwards
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 04/2025 - Intrua Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Hrs per month - 98% Time Spent 2) 05/06/2025 - Intrua Financial, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:04/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Intrua Financial,LLC an independent investment advisor firm. I started this business activity in 5/2025. 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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Anthony Edwards's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 31, 2025 - Present
INTRUA FINANCIAL
Office #1: 8115 Maple Lawn Blvd Suite 350, Fulton, MD 20759RIA
CRD#: 281554
Fulton, MD
Current
April 29, 2025 - Present
LPL FINANCIAL LLC
Office #1: 8115 Maple Lawn Bldg Ste 350, Fulton, MD 20759RIA
BD
CRD#: 6413
Fulton, MD
Past
November 27, 2024 - April 24, 2025
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
HUNT VALLEY, MD
Past
November 14, 2024 - April 24, 2025
LPL ENTERPRISE, LLC
BD
CRD#: 8733
HUNT VALLEY, MD
Past
October 1, 2024 - November 14, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Hunt Valley, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Maryland(4/29/2025)
IAR
Maryland(7/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3737 Buffalo Speedway Suite 400, Houston, TX 77098
Mailing Address
Phone number
(713) 355-9910
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
