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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-05-08 |
| AR | RA | APPROVED | 2026-04-16 |
| MA | RA | APPROVED | 2026-01-07 |
| GA | RA | APPROVED | 2024-09-11 |
| LA | RA | APPROVED | 2024-05-23 |
| MO | RA | APPROVED | 2022-08-03 |
| OK | RA | APPROVED | 2022-08-02 |
| FL | RA | APPROVED | 2021-11-24 |
| CO | RA | APPROVED | 2021-09-24 |
| AZ | RA | APPROVED | 2021-07-28 |
| TX | RA | APPROVED | 2019-03-25 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Worth | TX | 09/2016 | 03/2019 |
| Western Wealth Management, Llc | Fort Worth | TX | 09/2016 | 03/2019 |
| Valic Financial Advisors, Inc. | Plano | TX | 03/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Joshua Nutrition | Joshua | TX | 07/2023 | 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 BOARD MEMBER POSITION: Board Member NATURE: I will be a board member. Vote with board on HOA issues. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: P.O Box 1532, Keller TX 76244, United States DESCRIPTION: Board Member of HOA will act on behalf of the association with the consent of the majority of board members. Decisions are approved by majority voting only with 7 board members. To approve and decisions regarding homeowner issues or front entrance maintenance. JOSHUA NUTRITION POSITION: Owner/Vice President NATURE: Nutrition Tea and protein shake sales. We are in the process of discussing buying this business. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 3509 SW Wilshire Blvd STE 101, Joshua TX 76058, United States DESCRIPTION: I will own 50% of the business and my daughter will manage run the day to day operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-22 |
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