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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Kingwood | TX | 10/2015 | 03/2018 |
| Scottrade, Inc. | Kingwood | TX | 10/2015 | 03/2018 |
| Scottrade Investment Management | Kingwood | TX | 01/2017 | 03/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 05/2018 | 04/2019 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 05/2018 | 04/2019 |
| Unemployed | Kingwood | TX | 04/2018 | 04/2018 |
| Xnergy Financial Llc | Porter | TX | 08/2019 | 09/2019 |
| Unemployed | Porter | TX | 05/2019 | 07/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2019 | 12/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 12/2020 | 08/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2021 | 05/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-23 |
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