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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-06-01 |
| NY | RA | APPROVED | 2025-05-02 |
| CT | RA | APPROVED | 2023-08-25 |
| DC | RA | APPROVED | 2023-02-09 |
| ND | RA | APPROVED | 2023-01-24 |
| SC | RA | APPROVED | 2023-01-24 |
| FL | RA | APPROVED | 2021-09-28 |
| AK | RA | APPROVED | 2021-04-30 |
| AR | RA | APPROVED | 2021-04-29 |
| OK | RA | APPROVED | 2021-04-23 |
| MS | RA | APPROVED | 2021-04-22 |
| NJ | RA | APPROVED | 2021-04-21 |
| SD | RA | APPROVED | 2020-12-22 |
| MA | RA | APPROVED | 2020-12-15 |
| NV | RA | APPROVED | 2020-12-08 |
| MI | RA | APPROVED | 2020-12-01 |
| KS | RA | APPROVED | 2020-11-30 |
| IL | RA | APPROVED | 2020-11-25 |
| MT | RA | APPROVED | 2020-11-25 |
| NM | RA | APPROVED | 2020-11-25 |
| NC | RA | APPROVED | 2020-11-25 |
| UT | RA | APPROVED | 2020-11-24 |
| WA | RA | APPROVED | 2020-11-24 |
| ME | RA | APPROVED | 2020-11-16 |
| KY | RA | APPROVED | 2020-11-05 |
| LA | RA | APPROVED | 2020-11-05 |
| HI | RA | APPROVED | 2020-11-04 |
| GA | RA | APPROVED | 2020-11-03 |
| OR | RA | APPROVED | 2020-11-03 |
| PA | RA | APPROVED | 2020-11-03 |
| AL | RA | APPROVED | 2020-11-02 |
| ID | RA | APPROVED | 2020-11-02 |
| IN | RA | APPROVED | 2020-11-02 |
| IA | RA | APPROVED | 2020-11-02 |
| MD | RA | APPROVED | 2020-11-02 |
| VA | RA | APPROVED | 2020-11-02 |
| AZ | RA | APPROVED | 2020-02-06 |
| WY | RA | APPROVED | 2020-02-06 |
| MO | RA | APPROVED | 2020-01-29 |
| NE | RA | APPROVED | 2020-01-27 |
| CA | RA | APPROVED | 2020-01-24 |
| MN | RA | APPROVED | 2020-01-24 |
| OH | RA | APPROVED | 2020-01-24 |
| TX | RA | APPROVED | 2020-01-24 |
| WI | RA | APPROVED | 2020-01-24 |
| CO | RA | APPROVED | 2020-01-08 |
Branch Locations
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
1325 Airmotive Way Suite 175B, Reno, NV 89502 • United States
420 East South Temple Suite 430, Salt Lake City, UT 84111 • United States
3737 Executive Center Drive Suite 111, Austin, TX 78731 • United States
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
2727 Allen Parkway Wpl-02, Houston, TX 77019 • United States
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
8985 S. Eastern Avenue Suite 230, Las Vegas, NV 89123 • United States
420 East South Temple Suite 430, Salt Lake City, UT 84111 • United States
15333 North Pima Road Suite 235, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presidential Brokerage, Inc. | Greenwood Village | CO | 04/2012 | 08/2018 |
| Axa Distributors, Llc | Jersey City | NJ | 09/2018 | 01/2020 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 01/2020 | 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 | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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