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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-20 |
Branch Locations
1107 Green Avenue Suite 101, Orange, TX 77630 • United States
24 Greenway Plaza Ste 1725, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Vidor | TX | 09/2015 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 1091 North Main Street, Suite 210; Vidor; TX; 77662; Fixed Insurance Sales; Independent Insurance Agent; 9/4/2015; 40; 30; sales of fixed insurance products NAME OF ENTITY: Q'ING FOR A CAUSE; No; 1091 North Main, Ste 210; VIDOR; TX; 77662; NON-PROFIT ORGANIZATION; SECRETARY; 11/1/2017; 2; 0; KEEP THE MINUTES OF ALL MEETINGS, MAINTAIN RECORDS AND ATTEND ALL MEETINGS. ALIRA WEALTH MANAGMENT POSITION: Investment Adviser Representative NATURE: This is a DBA for personal branding in my capacity as an IAR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2025 ADDRESS: 1091 North Main Street, Suite 210, Vidor TX 77662, United States DESCRIPTION: This is the same as my role as financial advisor - simply a DBA for personal branding. Provide investment advice and financial planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-03 |
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