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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2017-10-23 |
| TX | RA | APPROVED | 2017-09-11 |
Branch Locations
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2013 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2013 | 08/2017 |
| Lincoln Investment | El Paso | TX | 01/2017 | 08/2017 |
| Valic Financial Advisors, Inc | Phoenix | AZ | 08/2017 | 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 | 2004-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-22 |
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