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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-05 |
| NY | RA | APPROVED | 2021-08-16 |
| IA | RA | APPROVED | 2020-06-01 |
| WY | RA | APPROVED | 2019-09-26 |
| MA | RA | APPROVED | 2018-08-23 |
| DC | RA | APPROVED | 2018-08-03 |
| NV | RA | APPROVED | 2018-07-20 |
| WV | RA | APPROVED | 2018-07-18 |
| ND | RA | APPROVED | 2018-07-16 |
| AZ | RA | APPROVED | 2018-07-12 |
| GA | RA | APPROVED | 2018-07-11 |
| MT | RA | APPROVED | 2018-07-11 |
| NE | RA | APPROVED | 2018-07-11 |
| NJ | RA | APPROVED | 2018-07-11 |
| NM | RA | APPROVED | 2018-07-11 |
| OH | RA | APPROVED | 2018-07-11 |
| SD | RA | APPROVED | 2018-07-11 |
| UT | RA | APPROVED | 2018-07-11 |
| AL | RA | APPROVED | 2018-07-10 |
| AK | RA | APPROVED | 2018-07-10 |
| AR | RA | APPROVED | 2018-07-10 |
| CA | RA | APPROVED | 2018-07-10 |
| CO | RA | APPROVED | 2018-07-10 |
| CT | RA | APPROVED | 2018-07-10 |
| DE | RA | APPROVED | 2018-07-10 |
| FL | RA | APPROVED | 2018-07-10 |
| HI | RA | APPROVED | 2018-07-10 |
| ID | RA | APPROVED | 2018-07-10 |
| IL | RA | APPROVED | 2018-07-10 |
| IN | RA | APPROVED | 2018-07-10 |
| KS | RA | APPROVED | 2018-07-10 |
| KY | RA | APPROVED | 2018-07-10 |
| LA | RA | APPROVED | 2018-07-10 |
| ME | RA | APPROVED | 2018-07-10 |
| MD | RA | APPROVED | 2018-07-10 |
| MI | RA | APPROVED | 2018-07-10 |
| MN | RA | APPROVED | 2018-07-10 |
| MS | RA | APPROVED | 2018-07-10 |
| MO | RA | APPROVED | 2018-07-10 |
| NH | RA | APPROVED | 2018-07-10 |
| NC | RA | APPROVED | 2018-07-10 |
| OK | RA | APPROVED | 2018-07-10 |
| OR | RA | APPROVED | 2018-07-10 |
| PA | RA | APPROVED | 2018-07-10 |
| RI | RA | APPROVED | 2018-07-10 |
| SC | RA | APPROVED | 2018-07-10 |
| TX | RA | APPROVED | 2018-07-10 |
| VA | RA | APPROVED | 2018-07-10 |
| WA | RA | APPROVED | 2018-07-10 |
| WI | RA | APPROVED | 2018-07-10 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
Des Moines, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mmc Securities Corp. | Urbandale | IA | 05/2014 | 04/2018 |
| Mercer | Urbandale | IA | 05/2014 | 04/2018 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 05/2018 | 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 POWER OF ATTORNEY POSITION: POA for Mother NATURE: My father recently passed away, assisting my mother with her finances, paying bills. All funds are held in bank accounts; my parents saved everything in bank accounts, there are no investment accounts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 4320 Sheridan Ave, Des Moines IA 50310, United States DESCRIPTION: Pay Mom's bills from her POA account Pay Mom's taxes from her POA account Review bills/balances with her on regular basis Ensure her funds are deposited into accounts with high interest rates No investment accounts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-02 |
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