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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-08 |
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 |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Addison | TX | 09/2014 | 07/2019 |
| Usaa Financial Planning Services | Addison | TX | 09/2014 | 07/2019 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 07/2019 |
| Unemployed | Addison | TX | 07/2019 | 03/2020 |
| Principal Life Insurance Company | Addison | TX | 03/2020 | 09/2020 |
| Principal Securities Inc | Addison | TX | 03/2020 | 07/2021 |
| Valic Financial Advisors, Inc. | Plano | TX | 09/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Nordstrom | Dallas | TX | 11/2023 | 08/2024 |
SVDP FOOD PANTRY POSITION: Manager NATURE: Charitable food pantry INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2019 ADDRESS: 1100 W 15th Street, Suite 207, Plano TX 75075, United States DESCRIPTION: I operate the food pantry including setting times of operation, volunteer management, managing food donations and storage, managing food distribution. I do not have any check writing ability or control of any money either incoming or outgoing. Control of any money is done by someone else within the SVDP organization. This entity is not my client. This entity will not be receiving any investment advice from me. 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 | 2018-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-27 |
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