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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-15 |
| FL | RA | APPROVED | 2025-10-24 |
| NE | RA | APPROVED | 2025-10-24 |
| IL | RA | APPROVED | 2025-10-23 |
| MO | RA | APPROVED | 2025-10-23 |
| IA | RA | APPROVED | 2025-09-11 |
Branch Locations
950 Office Park Road Suite 328, West Des Moines, IA 50265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 07/2007 | 07/2018 |
| Princor | Des Moines | IA | 12/2011 | 07/2018 |
| Golden Rule Plumbing, Heating & Cooling | Grimes | IA | 07/2018 | 07/2024 |
| Thrasher Inc. | Papillion | NE | 07/2024 | 03/2025 |
| Unemployed | Grimes | IA | 03/2025 | 06/2025 |
| Valic Financial Advisors, Inc. | Moines | IA | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
| Johnston Community School District | Johnston | IA | 11/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA. JOHNSTON COMMUNITY SCHOOL DISTRICT POSITION: High School Assistant Basketball Coach NATURE: Basketball coach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 6510 NW 62nd Ave, Johnston IA 50131, United States DESCRIPTION: Coach high school basketball team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-24 |
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