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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
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 |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 03/2020 | 12/2021 |
| Fidelity Investments | Westlake | TX | 12/2021 | 01/2023 |
| Martin Preferred Foods | Houston | TX | 01/2019 | 03/2020 |
| Whole Foods Market | Fort Worth | TX | 03/2017 | 01/2019 |
| Sodexo | Fort Worth | TX | 10/2014 | 03/2017 |
| Citizens Securities, Inc. | Irving | TX | 01/2023 | 10/2023 |
| Valic Financial Advisors Inc | Houston | TX | 09/2025 | Present |
| Total Benefit Communications | Dallas | TX | 10/2023 | 09/2025 |
Rental Property - Located in TX AGIA AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 2721 Bonnywood Ln, Dallas TX 75233, United States DESCRIPTION: Own a condo that I offer for lease
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-22 |
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