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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-08-28 |
| WA | RA | APPROVED | 2015-08-05 |
| CO | RA | APPROVED | 2013-10-03 |
| MT | RA | APPROVED | 2004-05-24 |
Branch Locations
208 N 29Th Street Suite 201, Billings, MT 59101 • United States
Manhattan, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Missoula | MT | 08/2000 | Present |
| Agia | Houston | TX | 12/2022 | Present |
WATKINS MONTANA CABIN RENTAL POSITION: Owner NATURE: Short-term vacation rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: PO Box 790, Manhattan MT 59741, United States DESCRIPTION: Oversee rental schedule. General upkeep and maintenance of property. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-securities insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-31 |
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