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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-12-22 |
Branch Locations
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Villiage | CO | 02/2013 | 12/2016 |
| World Financial Group, Inc | Greenwood Villiage | CO | 02/2013 | 12/2016 |
| Kaiser Permanente | Denver | CO | 08/2013 | 12/2016 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 12/2016 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-26 |
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